Financial Planning Administrator - Leamington Spa (Hybrid)

A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Leamington Spa.

The Role

You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients.

Key responsibilities include:

• Processing and managing Letters of Authority
• Preparing client valuations and quotations
• Processing and tracking new business applications
• Chasing providers and following up on outstanding cases
• Producing client review packs and supporting annual reviews
• Liaising with clients, advisers and product providers
• Maintaining accurate client records and ensuring regulatory compliance

Requirements

To be considered for this position, you should have:

• Previous experience as a Financial Planning Administrator within an IFA or wealth management environment
• Strong knowledge of pensions, investments and financial planning administration processes
• Experience using platforms
• Excellent organisational and communication skills
• The ability to manage multiple cases and deadlines effectively

Package

• Basic salary up to £30,000
• Generous discretionary bonus scheme
• Flexible benefits allowance
• Pension scheme
• Hybrid working arrangement
• Opportunity to join a respected and expanding national financial planning business

This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.