Financial Planning Administrator - North Somerset

Element Recruitment are partnering with an established and highly regarded Financial Planning Firm on their search for an experienced Financial Planning Administrator to join its growing team.

This role is ideal for someone with a strong background in financial services administration who enjoys working in a professional, detail-focused environment and takes pride in delivering excellent client service.

The Role

You will provide comprehensive administrative support to financial advisers, ensuring client recommendations and ongoing service propositions are implemented efficiently and accurately. Acting as a key point of contact, you’ll play an essential role in maintaining service standards and supporting business growth.

Key Responsibilities

• Acting as a first point of contact for clients via phone and email
• Managing and maintaining confidential client records
• Converting adviser meeting notes into actionable tasks within back-office systems
• Carrying out research for advisers using financial planning and analytics tools
• Processing new business and preparing client reviews in a timely manner
• Managing centralised mailboxes and task workflows
• Liaising with product providers and handling queries
• Producing illustrations, quotations, and supporting documentation
• Completing application forms and new business checklists, including AML checks
• Reviewing Letters of Authority and ensuring completeness
• Verifying review packs prior to issue
• Allocating and overseeing administrative tasks to ensure deadlines are met
• Adhering to internal procedures, data security, and regulatory requirements

Candidate Requirements:

• Minimum 2 years’ experience within a financial services administration role.
• Good understanding of financial products and processes
• Strong written communication skills (emails and letters)
• High accuracy when inputting and maintaining client data
• Confident use of Microsoft Office and financial services systems
• Excellent attention to detail
• Strong organisation, planning, and prioritisation skills
• Professional and confident client communication

Apply Now!