Financial Planning Central Administrator

Description

Financial Planning Central Administrator

Location: Peterborough (Hybrid - 3 days office based)

Salary to GBP28,000

Excellent benefits, including 30 days holidays + Bank Holidays!

We are recruiting for a Central Administrator to join a highly regarded UK wealth management business, supporting its Financial Planning division. This is a key operational role, providing essential administrative and process support to advisers and internal teams, helping ensure high standards of efficiency, compliance and client service.

The firm offers a collaborative and inclusive working culture, with a strong focus on responsible investing, sustainability, and doing the right thing for clients and colleagues alike.

The Role

The Central Administrator plays a vital role in ensuring the smooth delivery of financial planning administration, acting as a central point of contact for key processes such as Letters of Authority, annual reviews, valuations and record maintenance.

Key Responsibilities

Administrative Support

Provide accurate and timely administrative support across client servicing and internal processesMaintain and update client records and CRM systems in line with regulatory and company requirementsAssist with client onboarding, document preparation and data entryOperational Delivery

Complete tasks to a high standard within agreed service level timeframesSupport the wider administration team with operational targets, including suitability report packagingFlag complex cases or issues to senior team membersMonitor and manage incoming and outgoing postCompliance & Governance

Follow internal policies and FCA/AML requirements at all timesAssist with documentation for internal reviews and auditsMaintain confidentiality and data integrityEscalate complaints, breaches or losses promptly in line with internal proceduresTeam Collaboration

Work closely with colleagues across regional teams to ensure consistent supportParticipate in team meetings and contribute to continuous improvement initiativesUndertake additional duties as reasonably requiredStakeholder Interaction

Respond professionally to queries from advisers and internal teamsMaintain a client-focused approach in all communicationsEscalate complex queries where appropriate

Skills & Experience

Essential

Strong attention to detail and organisational skillsExcellent communication and interpersonal abilitiesAbility to manage multiple tasks and prioritise effectivelyConsistently produce accurate, high-quality workProficient in Microsoft Office and CRM systemsDesirable

Understanding of financial planning and wealth management productsKnowledge of the annual review processWillingness to work towards financial services or CII qualificationsQualifications

Educated to GCSE/A-Level standardFurther professional or administrative qualifications beneficial

Values & Culture

Client-focused and principledActs with integrity, fairness and professionalismTeam-oriented with a commitment to high standards and continuous improvement

Apply today via NJR Recruitment quoting the reference NJR16477

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Ad ID: 5418027764