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Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Financial Planning Administrator (Full-Time)Location:Loughborough - HybridSalary:Up to £30,000.Why Join Us?Were looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth management firm. Youll be part of a team of advisors and paraplanners delivering high-quality financial planning services. Your work will directly impact client satisfaction, and your development will be supported with study resources and career progression opportunities.Benefits:34 days holiday including bank holidays, increasing at 3 & 5 yearsOption to buy or sell up to 5 days per yearPension auto-enrolment with enhanced contributionsLife insurance (4x salary) and income protection (60% salary)Employee assistance program 24-hour confidential supportFlexible working, including homeworkingSupport for professional development and exam fundingFriendly and collaborative team environmentAbout the Role:As a Financial Planning Administrator, you will manage a portfolio of clients alongside a financial planner and paraplanner. Your role is hands-on, varied, and client-focused, ensuring plans are implemented accurately and efficiently.Key Responsibilities:Deliver exceptional client service as part of a three-person teamImplement clients financial plans and manage ongoing serviceLiaise with clients via telephone and email; prepare meetings and packsGather, input, and maintain accurate client dataPerform AML checks and maintain compliance recordsProcess applications and Letters of Authority (LOA)Support advisors and paraplanners with administrative and compliance tasksWhat Were Looking For:Minimum 3 years experience as a Financial Planning Administrator or similar role in wealth management/IFA environmentStrong attention to detail and accuracyComfortable with technology and multiple platforms, including IOExcellent communication and active listening skillsSelf-motivated, organised, and adaptableTeam player with a can-do attitude and willingness to learnDesirable Skills:Awareness of financial services legislation, GDPR, AML, Treating Customers FairlyExperience supporting vulnerable clientsKnowledge of compliance processes and structured financial plan implementationHow to Apply:Submit your CV today! Our specialist consultants will contact candidates who match the requirements to discuss the opportunity and your career goals.Due to high application volumes, only successful candidates will be contacted. If you havent heard from us within 7 days, please assume your application has not been successful.TPBN1_UKTJ