Financial Planning Administrator

About the role

This position offers a solid entry point into the financial services sector, supporting advisers within a highly recognised IFA firm. You will work closely with experienced advisers and support teams, gaining exposure to client servicing and financial planning administration.

Key responsibilities

• Provide comprehensive administrative support to financial advisers and the wider client services team.
• Prepare client review documentation and assist with meeting preparation.
• Manage client communications, ensuring a consistently high standard of service.
• Maintain accurate client records and update internal systems in line with regulatory requirements.
• Liaise with providers and third parties to obtain information and process client requests.
• Assist with new business applications and monitor cases through to completion.
• Coordinate client reviews, appointments, and advisers’ diaries.

Required profile

• Strong organisational and communication abilities.
• Excellent attention to detail and accuracy.
• Proactive attitude with a willingness to learn and develop.
• Ability to manage multiple priorities and work effectively within a team.
• Professional, client‑focused mindset with a commitment to delivering excellent service.

Required skills

What we offer

• Hybrid working – split between the Poole office and remote.
• Salary range £30,000 – £35,000 per year.
• Opportunities to study towards industry‑recognised financial services qualifications.
• Clear progression pathways into senior administration, paraplanning, client relationship management or financial adviser roles.
• Supportive, collaborative environment that rewards ambition and personal growth.