Financial Planning Administrator

Location: Chorley, Lancashire

Salary: £23,000 - £28,000

Join a dynamic and growing financial services firm based in Chorley, Lancashire offering tailored financial planning and wealth management solutions. They are dedicated to delivering exceptional service and long-term financial security for their clients. Due to continued expansion, they are seeking a highly organised and proactive Financial Planning Administrator to support their team of financial advisors.

Key Responsibilities:

As a Financial Planning Administrator, you will be vital to the Financial Planning support team.

Your responsibilities will include:

• Providing administrative support to financial advisors, including preparing client meeting packs and processing client documentation.
• Managing client records and ensuring data accuracy using CRM systems.
• Liaising with clients to gather information and provide updates on financial plans.
• Processing new business applications, including investments, pensions, and insurance policies.
• Handling client queries, offering a friendly and professional point of contact.
• Maintaining compliance records and ensuring all documentation is in line with regulatory requirements.
• Assisting with the preparation of reports and client reviews.

Skills & Qualifications:

• Previous experience in a financial services administration role, ideally within financial planning or wealth management.
• Strong organisational skills with the ability to manage multiple tasks and meet deadlines.
• Excellent communication skills, both written and verbal.
• High attention to detail and accuracy.
• Proficient in Microsoft Office (Word, Excel, Outlook) and financial CRM systems.
• Ability to work independently and as part of a team.
• Knowledge of financial products such as pensions, investments, and insurance is an advantage.

What they Offer:

• Competitive salary based on experience.
• Opportunity to work within a supportive and friendly team.
• Ongoing training and development opportunities.
• Career progression within a reputable and growing financial firm.

How to Apply:

If you are an experienced Financial Planning Administrator looking to progress your career in a well-established firm, we would love to hear from you.

Please click to apply and send your CV.