Financial Planning Administrator

Job Title: Financial Planning AdministratorLocation: Coventry (Hybrid)Salary: Up to £28,000 depending on experienceReference: 9660

We are working with a well-established wealth management firm near Coventry seeking an experienced Financial Planning Administrator to join their team.

This is an excellent opportunity for a professional with prior experience supporting Financial Advisers to join a collaborative and client-focused environment. The role offers variety, responsibility, and the chance to be part of a respected team committed to delivering high-quality outcomes for clients.

Key Responsibilities:

• Preparing files and valuation reports for new and existing client reviews
• Processing new business, fund switches, withdrawals, and drawdown requests
• Managing Letters of Authority and maintaining accurate client records (Intelligent Office)
• Liaising with providers to gather information on existing plans
• Drafting correspondence and managing adviser diaries

Requirements:

• Experience providing administrative support within a wealth management or financial planning firm
• Knowledge of pensions and investment products
• Working towards CII Level 4 Diploma (desirable)

Benefits Include:

• Salary: up to £28,000 (regular reviews)
• Attractive and above average holiday scheme, with the option to buy or sell additional leave
• Very generous pension contribution (with 3% employee input)
• Private medical cover
• Income protection, critical illness cover and DIS
• Personal development allowance annually
• Gym discounts, electric car scheme, cycle-to-work scheme, and more

This is a great opportunity for a professional administrator to join a growing firm where progression, development, and flexible working are supported.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based near Coventry on an IFA Administrator role.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.