Financial Planning Administrator – Part‑time

About the role

This permanent, three‑day‑a‑week position supports a well‑established independent financial planning firm in the centre of Morpeth. You will work closely with the Financial Adviser, Paraplanner and the wider team, providing essential administrative assistance in a friendly, stable environment.

Key responsibilities

• Maintain accurate client records and keep the back‑office system up to date.
• Process new business enquiries and ongoing service requests.
• Prepare documentation for client meetings, annual reviews and valuations.
• Obtain policy information, provider documentation and produce client‑facing letters and spreadsheets.
• Liaise with clients, providers and product platforms to ensure smooth case progression.
• Support the team with general financial‑planning administration and make effective use of firm technology.

Required profile

• Previous experience in an Independent Financial Adviser (IFA) or wealth‑management environment.
• Strong attention to detail and excellent organisational abilities.
• Confidence using Microsoft Word and Excel.
• Ability to learn and work with a range of specialised software.

Required skills

• Intelligent Office
• Dynamic Planner
• O&M
• CashCalc
• Saturn AI
• Selectapension
• Microsoft Word
• Microsoft Excel

What we offer

• Three days per week, providing flexibility and work‑life balance.
• Permanent contract within a stable, close‑knit team.
• Competitive salary (negotiable based on experience).
• Supportive environment with opportunities for professional development.