Financial Planning Administrator

About the role

The Financial Planning Administrator will join a fast‑growing independent and chartered financial planning firm in Manchester city centre. Working on a hybrid basis (three days remote), you will provide essential compliance and administrative support to advisers and clients across a range of high‑net‑worth and professional portfolios.

Key responsibilities

• Complete all compliance administration associated with new business.
• Ensure new business submissions to insurance companies are fully completed and compliant.
• Accurately input new business data into iO, including fee and commission expectations.
• Monitor progress of new business and chase outstanding documentation.
• Check and issue policy documents accurately.
• Produce quotations using Assure web or other databases and request illustrations from providers.
• Handle general correspondence, ensuring advisers and clients receive efficient service.
• Prepare client summaries and valuations for new and existing clients within deadlines.
• Notify product providers of agency changes (LOAs).
• Respond to client queries on policies/investments and coordinate necessary changes with providers.
• Maintain up‑to‑date records of new business submissions and pipeline.
• Liaise with clients, product providers and directors.
• Provide general information to clients, directors or the management team as required.
• Answer telephone calls professionally.
• Assist other administrators and advisers as needed.
• Type correspondence and coordinate advisers' diaries, including appointment scheduling.
• Attend internal, external and provider training sessions.
• Undertake any other reasonable duties as requested.

Required profile

• Previous experience in an Independent Financial Adviser (IFA) environment.
• Strong interpersonal skills with the ability to work as part of a team and communicate professionally with clients.
• Proactive attitude with a willingness to develop and stay enthusiastic about the role.

Required skills

• Proficiency with the iO administration system.
• Experience using Assure web for quotations and illustrations.