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Financial Services



Type of Position: Financial Planning Administrator
Pay: £20-28k

Financial Planning Administrator

Our client is looking for a Financial Planning Administrator to join their team in Alton, Hampshire.

Key Responsibilities:

  • Provide financial advisers will full administrative support
  • Preparing client packs for annual reviews and ad-hoc meetings
  • Arranging internal fund reviews
  • Preparing recommendation reports, including any applications and additional documentation
  • Process new and existing business
  • Types of business include General Investment Accounts, ISAs, Bonds, Trusts, SIPPs
  • Dealing with providers such as Transact, Standard Life, Aviva, Canada Life and more
  • Liaise with other professionals such as accountants, solicitors and product providers
  • Updating advisers and clients regularly to meet expectations
  • Update and maintain Adviser office & IO
  • Maintain client files and keeping them compliant.
  • Dealing with client queries – income, withdrawals, change of details, requests for information
  • Build relationships with the clients, respond to all queries
  • Processing and managing letters of authorities
  • Processing death claims and probate
  • Providing support to the advisers and ensuring that they have everything required for their appointments.
  • Reporting to the Administration Manager


  • Time management
  • Organisation and prioritisation
  • Attention to detail
  • Experience working in an administrative capacity
  • Excellent verbal communication skills – telephone and written word
  • Confident using all programmes such as Word, Excel and Outlook

Please email your CV to to register interest. 

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