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Financial Planning Administrator (Remote)Location: Remote - The role is ideal for candidates based in Nottinghamshire, Derbyshire or LeicestershireSalary: £30,000 - £35,000 Industry: Wealth Management/Financial Planning
Are you an experienced Financial Planning Administrator with a background in wealth management?
Eaton Syalon are partnering exclusively with a highly reputable wealth management firm that prides itself on delivering a truly personal and tailored financial planning service. Due to continued growth, they are now seeking a proactive and detail driven Financial Planning Administrator to join their team.
Previous experience within a wealth management or IFA environment is essential to be considered for this role.
What you’ll be doing:
• Supporting Financial Planners with client administration
• Preparing and processing new business applications
• Maintaining up-to-date client records and back-office systems
• Producing client reports, valuations, and documentation
• Liaising with providers and clients to ensure smooth workflow
• Ensuring compliance and documentation meet FCA requirements
• Accurately record and maintain all written and electronic client communications in line with FCA and GDPR requirements, using a financial planning system.
• Collect, collate and record client policy information and critical data in accordance with Know Your Customer and Anti-Money Laundering principles.
• Manage and update client records, portfolios and transactional data, ensuring secure storage and confidentiality.
• Support the implementation of ongoing suitability and service processes following client reviews.
• Adhere to internal and FCA compliance procedures, including reporting breaches or complaints to the Compliance Manager.
• Process and submit new business applications, ensuring all documentation is complete and compliant and follow up with providers to completion.What we’re looking for:
• Previous experience within a wealth management or IFA environment is essential
• Strong understanding of financial planning processes and products
• Excellent organisational skills and attention to detail
• Ability to manage workloads independently in a remote setting
• Confident communication skills (Both written and verbal)
• Familiarity with financial software and CRM systems
Why apply?
• Fully remote position with occasional team meet-ups
• Supportive, experienced team and collaborative culture
• Opportunity to work with a business that truly values its clients and employees
Salary: £30,000 - £35,000 Working Hours: Monday - Friday 9.00 AM - 5.00 PM Fully Remote Working
If you think you have the relevant experience for the role, please apply now to take the next step in your financial planning career.
