Wealth planning administrator Work, Jobs in Burbage, Lec (with Salaries)

Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Microsoft Word
- CRM software
- Organisational skills
Quick apply
Financial Planning Administrator / Wealth Management Administrator
Willday Wealth Management —Leicester
- £32,000 - £37,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
7d
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Practice Administrator
Bridgegate Wealth Management —Kenilworth
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Bereavement leave
Quick apply
4d
Financial Services Administrator
Witcher Associates —Leicester
- £25,500 - £33,000 a year
- Full-time
- Organisational skills
- Computer skills
- Financial services
- Annual leave
Quick apply
1d
Financial Adviser Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Annual leave
Quick apply
21h
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Database Administrator
Isio Group —Birmingham
- Analysis skills
- Continuous improvement
- Organisational skills
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Training & development
- Communication skills
- Employee assistance programme

Other jobs to consider

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Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
Handle client enquiries professionally via telephone and email. Good understanding of pensions, investments and protection products.
£27,000 - £32,000 a year
Quick apply
Financial Planning Administrator / Wealth Management Administrator
Willday Wealth Management —Leicester
Speaking with clients and providers by telephone and email. You'll take ownership of the day-to-day administration that keeps a busy wealth management practice…
£32,000 - £37,000 a year
Quick apply
7d

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Wealth Planning Administrator

Armstrongs Chartered Accountants
Nuneaton

Quick apply

Job details

Permanent | Full-time
£27,000 - £32,000 a year

Benefits

Company pension
Company events

Qualifications

Microsoft Word
CRM software
Financial Conduct Authority guidelines
Financial planning
Pension
Meeting coordination
Client engagement
Suitability report preparation
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Organisational skills
Financial services
Financial advisory support experience
Communication skills

Full job description

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

Quick apply

Refine Your Search

wealth planning administrator jobs in burbage, lec

Wealth Planning Administrator

Financial Planning Administrator / Wealth Management Administrator

Financial Planning Administrator

Paraplanner / Trainee Paraplanner / Administrator

Practice Administrator

Financial Services Administrator

Financial Adviser Administrator

Wealth Management Administrator

Administrator

Senior IFA Administrator

Financial Administrator

Database Administrator

Senior Paraplanner

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