Financial Planning Administrator
Job description
Original text imported from Reed
Job: Financial Planning Administrator
Location: Rotherham
Salary: Negotiable
Role Description
A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team in Rotherham. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.
The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.
Responsibilities
- Processing new business applications
- Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
- Arranging client meetings and managing Advisers’ diaries
- Completing portfolio illustration requests
- Providing comprehensive back-office support
- Ensuring all financial planning administration is completed in line with company procedures
- Corresponding with clients in both written and verbal formats
- Maintaining accurate, compliant, and well-presented client records on company systems
Key Requirements
- Previous experience working within a Financial Planning firm (essential)
- CII Level 3 qualification in Financial Administration preferred (training support available)
- Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
- Strong ability to manage and prioritise workloads effectively
- Excellent communication, planning, and organisational skills
- Strong analytical and problem-solving abilities
Benefits
- Professional industry exams and study supported
- 25 days’ holiday and ability to purchase more holiday (excluding bank holidays)
- Annual salary reviews
- Life assurance
- Company Pension
- Opportunity to develop towards Paraplanning if desired
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your CII Level 3 qualification prominently as this is specifically preferred by the employer
📊 Quantify your administrative experience: "Processed 45+ new business applications monthly with 99% accuracy"
🌐 Emphasise your Intelligent Office (IO) platform experience as this is mentioned as advantageous
🎯 Showcase your client service metrics and portfolio illustration completion rates
🤝 Demonstrate your support experience with Paraplanners and Financial Advisers in previous roles
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Processed 50+ new business applications monthly for pensions and investments, maintaining 98% accuracy rate whilst supporting 3 Financial Advisers
- •Prepared comprehensive annual client review packs for 200+ wealth management clients, coordinating with Paraplanners to meet quarterly deadlines
- •Managed client correspondence and queries via Intelligent Office platform, achieving 24-hour response time target for 95% of pension and investment enquiries
Free to copy — tailoring requires a 30-sec CV upload.
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Letter preview — tailored to Grove Talent Solutions
Dear Hiring Manager,
Grove Talent Solutions' Financial Planning Administrator role combines my passion for wealth management administration with my CII Level 3 qualification and Intelligent Office platform experience. Having processed new business applications and supported client review preparation, I understand the importance of maintaining compliant client records whilst delivering exceptional service.
My background in financial planning administration has equipped me with the analytical skills needed to handle portfolio illustration requests and the communication abilities required for client correspondence across pensions, investments, and protection products.
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Interview questions
10 questions generated from this advert.
Technical
- ›How would you process a new business application for a pension transfer?
- ›What steps would you take to prepare a comprehensive annual client review pack?
- ›How do you ensure compliance when maintaining client records on financial planning systems?
- ›Describe your experience with portfolio illustration requests and platform administration
- ›What procedures would you follow when corresponding with clients about investment queries?
Behavioural
- ›Tell me about a time when you had to manage multiple urgent client requests simultaneously
- ›Describe a situation where you identified an error in client documentation and how you resolved it
- ›Give an example of when you provided exceptional client service in a financial planning context
- ›Tell me about a time when you had to learn a new financial planning system quickly
- ›Describe how you would handle a difficult client query about their pension arrangements
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time when you had to manage multiple urgent client requests simultaneously
Describe a situation where you identified an error in client documentation and how you resolved it
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