Hiring Now: Financial Planning Administrator Near You – Apply Today!

Your Next Financial Planning Administrator Job Starts Here – Apply Now!

Financial Planning Administrator

Job Posted: 12 days ago

Salary: £ 30,000 - 40,000 / Annum
Job Type: Permanent
Location: Poole

Expire in: 16 days

Job Description

Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team.

 This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available to Paraplanner.

Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process.

 Key responsibilities include:
  
Providing administrative support to Financial Advisers and Paraplanners. 
Preparing client documentation and meeting packs. 
Processing new business across pensions, investments, protection and ISAs. 
Liaising with providers, clients and third parties to obtain information and progress cases. 
Managing client records and ensuring all information is accurate and compliant. 
Preparing suitability report information and supporting the advice process. 
Monitoring applications through to completion and keeping clients updated.  We're looking for someone who has:
  
Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. 
A strong understanding of pensions, investments and financial planning administration. 
Excellent organisational skills with strong attention to detail. 
The ability to manage multiple tasks and prioritise effectively. 
Excellent communication and client service skills. 
Experience using financial planning back-office systems (desirable).  If you're an experienced Financial Planning Administrator looking for your next challenge, we'd love to hear from you.

£30,000 - £40,000 DOE

 Apply today for a confidential discussion.

#Financialservices2026

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Financial Planning Administrator job near me in Poole! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!