TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Financial Planning Administrator
Location: York
Benefits: Competitive salary, Pension, Hybrid Working.
Salary: £25,000 to £29,000 depending on qualifications and experience.
Summary of the Financial Planning AdministratorRole:
A well-established wealth management firm, specialising in providing holistic financial services to dentists, is seeking a Financial Planning Administrator to join their team. In this role, you will work closely with financial advisers, as well as the administration and senior paraplanning teams, providing support with basic suitability report writing, annual reviews, and general administration.
What Your Day-to-Day Duties Will Include:
Manage client and policy information on the back office system (Xplan)
New business processing and post-sale support
Process withdrawal and drawdown requests
Handle client queries
Write basic reports (e.g., insurance, investment)
Carry out bespoke drawdown reviews
Key Qualities and Skills Required for this Financial Planning Administrator Role:
Strong working knowledge and experience in financial services administration
Familiarity with relevant regulatory requirements
Demonstrated accuracy and attention to detail in written and numerical tasks
Previous experience with Xplan preferred
Ability to use initiative for problem-solving
Proficiency in Microsoft Office packages
Capable of following company processes
Additional Useful Qualities and Skills:
Interest in attaining or currently studying financial services qualifications
Ability to innovate and suggest improvements in processes
Willingness to learn new skills as required
Apply today to be considered for this Financial Planning Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations and, where appropriate, recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately, we are not able to give feedback to individuals. If you have not heard back within 7 days, please assume that you have not been successful for the role you have applied for
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