Financial Planning Administrator

About the Role 

TheFinancial Planning Administrator (known internally as Client Executive) plays a key role in deliveringanoutstanding client experience by providing administrative support to Financial Planners and Paraplanners. 
The roleis responsible for managing client servicing activities, processing transactions,maintaining
accuraterecords and acting as a key point of contact for clients and providers.  

This role would suit someone with strong organisational skills, excellent attention to detail and a client-focused approach.You’ll be comfortable working independently, managing multiplepriorities and handling complex queries with accuracy and professionalism.

The role requires a minimum of three days' office attendance per week, with office days agreed based on team priorities and the requirements of the Financial Planners supported. This helps foster collaboration, build strong working relationships, and deliver excellent client service.

Key responsibilities:  

Client Service  

• Act as a key point of contact for clients, managing queries efficiently, providing updates whererequired and building strong, professional relationships that support an excellent client experience. 

• Prepare for client meetings by coordinating documentation, gathering relevantinformation and ensuring all materials are completed accurately and on time. 
   

Client Administration & Documentation 

• Prepare,review andmaintain client documentation, ensuring records areaccurate, up to date and compliant with regulatory and internal requirements. 

• Maintain client information across all relevant systems and CRM platforms,ensuring data integrity and consistency at all times. 
   

Client Account Management 

• Manage post-meeting actions and follow-up activities, ensuring client requests are completed accurately and within agreed service standards. 

• Take ownership of tasks from initiation through to completion, providing updates to clients and colleagues asappropriate. 
   

Transactions & Technical Processing 

• Process a range of financial transactions, including contributions,withdrawals and fund switches, ensuring all activity is completed accurately and within required timescales. 

• Liaise with providers on transactions,submissions and technical queries, escalating more complex matters whereappropriate. 
   

Systems & Process Management 

• Manage workflows and prioritise tasks effectively to meet service levels, KPIs and client expectations. 

• Maintainaccurate client data across systems and platforms while supporting continuous improvement initiatives, best practiceadoption and process efficiencies. 

What Success Looks Like 

• Consistently delivers an excellent experience for clients and colleagues. 

• Meets agreed KPIs, SLAs and quality standards. 

• Maintainsaccurate and compliant client records. 

• Builds effective relationships with Financial Planners, Paraplanners and colleagues. 

• Demonstrates strong technical knowledge and commitment to continuous learning. 

• Contributes positively to teamobjectives and supports colleagues whenrequired. 
   

Skills, Experience & Knowledge 

Essential 

• Minimum 2 years' experiencewithin financialplanning. 

• Good understanding of financial products and FCAregulations. 

• Strong administration and organisational skills. 

• Experience using provider platforms and CRM systems. 

• Proficient in Microsoft Office applications. 

• Strong attention to detail and ability to manage multiple priorities. 

• Excellent communication and relationship-building skills. 

Development Opportunities 

• Further develop your knowledge of financial services, wealthmanagement and FCA principles. 

• Gain exposure to a broad range of client servicing and operational activities. 

• Support the development of new team members as a trainingbuddy. 

• Receive ongoing coaching,training and professional development.