Financial Planning Administrator - Leamington Spa (hybrid)

Financial Planning Administrator – Leamington Spa (Hybrid)

A well-established national IFA firm is seeking 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 an Administrator
• Excellent organisational and communication skills
• The ability to manage multiple tasks 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 a...