About Armstrongs Wealth
At Armstrongs Wealth, we're more than a financial planning firm—we're a team dedicated to helping people make confident financial decisions and achieve long-term peace of mind.
As a growing independent financial planning practice, we provide holistic financial advice to individuals, families and business owners. We believe great advice starts with understanding our clients, building lasting relationships and delivering an exceptional client experience.
Working closely alongside one of the region's largest accountancy practices gives us access to a diverse client base, from self-employed professionals and company directors to high-net-worth individuals, retirees and growing businesses. This means every day brings new opportunities, varied work and rewarding client interactions.
If you're looking to develop your career within a supportive, professional and ambitious business where your contribution genuinely makes a difference, we'd love to hear from you.
The Role
Due to continued growth, we're looking for an experienced and organised Wealth Planning Administrator to join our expanding team.
This is a key role supporting our Financial Planners by ensuring the smooth administration of client cases from initial enquiry through to implementation and ongoing servicing.
The ideal candidate will have previous experience within financial services and enjoy delivering a first-class client experience whilst working in a fast-paced, collaborative environment.
Key Responsibilities
We're looking for someone who already has experience working within financial services, ideally within an Independent Financial Adviser, wealth management or regulated advice environment.
As a Wealth Planning Administrator, you will:
- Provide administrative support to Financial Planners throughout the advice process.
- Prepare client review packs, valuations and meeting documentation.
- Manage Financial Planners' diaries, coordinating client meetings and reviews to ensure ongoing service clients are contacted and serviced in line with agreed service levels.
- Process new business applications across pensions, investments and protection.
- Liaise with providers, clients and third parties to obtain information and progress cases.
- Maintain accurate client records using the firm's CRM system.
- Prepare suitability report information and supporting documentation where required.
- Monitor outstanding business and follow up providers to ensure timely completion.
- Handle client enquiries professionally via telephone and email.
- Ensure all administration is completed accurately and in line with FCA regulatory requirements and internal procedures.
- Assist with ongoing client servicing, annual reviews and portfolio administration.
- Support the wider team with ad hoc administrative duties as required.
About You
We're looking for someone who has:
- Previous administration experience within an Independent Financial Adviser (IFA), wealth management or regulated financial advice firm.
- Excellent organisational skills with the ability to prioritise a busy workload.
- Exceptional attention to detail and a high level of accuracy.
- Strong written and verbal communication skills.
- A professional, friendly and proactive approach.
- Excellent client service skills with the confidence to build positive relationships.
- Good working knowledge of Microsoft Office, particularly Outlook, Word and Excel.
- Experience using financial planning back-office or CRM systems (such as Intelligent Office, Xplan or similar) would be advantageous.
- The ability to work independently whilst also contributing as part of a close-knit team.
Desirable Qualifications & Experience
- Experience within financial planning, wealth management or an IFA practice.
- Good understanding of pensions, investments and protection products.
- Knowledge of FCA regulations and financial services administration processes.
- Progress towards, or willingness to study for, the Level 4 Diploma in Regulated Financial Planning would be an advantage but is not essential.
Additional Information
This job description outlines the main duties and responsibilities of the role. It is not intended to be exhaustive and may be amended from time to time to meet the changing needs of the business.
Data Protection
By applying for this role, you consent to Armstrongs Wealth processing your personal data for recruitment purposes in accordance with the UK GDPR and the Data Protection Act 2018. Your information will be handled securely and only used to assess your application. For further information, please refer to our Privacy Notice.
Pay: £27,000.00-£32,000.00 per year
Benefits:
- Company events
- Company pension
Work Location: In person
