Financial Planning Administrator

Attivo

Financial Planning Administrator in a financial services firm ensuring smooth client interactions and operational efficiency. Key role in managing submissions and supporting financial planners with administrative tasks.

Posted 5/20/2026full-timeLiverpool • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded.
Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of work undertaken.
Processing fund switches and claims for clients.
General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries.
Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
The Onboarding and Offboarding of clients, including updating CRM, informing providers, adding, or removing fees
Support with Financial Planning Associates with MIFID statements as required.
Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate.
In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.

Requirements

What you’ll need

Experience in Financial Services
Experience working with platforms and providers, such as Abrdn, Aviva and AJ Bell.
Minimum of 5 GCSEs graded A-B, or equivalent, including Maths and English
Previous experience supporting a Financial Advisor
Good organisational, time management skills and effective caseload management
Ability to work well under pressure while maintaining excellent attention to detail
Ability to work on own initiative, sometimes for long periods of time
Professional, ethical, and discreet

Benefits

Comp & perks

Non-contributory Pension Scheme (8%)
Private Medical Insurance
Cashplan
Income Protection
Critical Illness
Death in Service
Parking allowance
Generous holiday allowance, rising with length of service
Work from home and flexible working available
Excellent culture, promoting employee wellbeing and engagement.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data processingclient managementfund processingclaims processingworkflow reviewcaseload managementMIFID statements

Soft Skills

organizational skillstime managementattention to detailinitiativeprofessionalismdiscretionability to work under pressure

Certifications

GCSEs graded A-Bequivalent qualifications