Financial Planning Central Administrator

Financial Planning Central Administrator

Location: Peterborough (Hybrid - 3 days office based)

Salary to £28,000

Excellent benefits, including 30 days holidays + Bank Holidays!

We are recruiting for a Central Administrator to join a highly regarded UK wealth management business, supporting its Financial Planning division. This is a key operational role, providing essential administrative and process support to advisers and internal teams, helping ensure high standards of efficiency, compliance and client service.

The firm offers a collaborative and inclusive working culture, with a strong focus on responsible investing, sustainability, and doing the right thing for clients and colleagues alike.

The Role

The Central Administrator plays a vital role in ensuring the smooth delivery of financial planning administration, acting as a central point of contact for key processes such as Letters of Authority, annual reviews, valuations and record maintenance.

Key Responsibilities

Administrative Support

• Provide accurate and timely administrative support across client servicing and internal processes
• Maintain and update client records and CRM systems in line with regulatory and company requirements
• Assist with client onboarding, document preparation and data entry

Operational Delivery

• Complete tasks to a high standard within agreed service level timeframes
• Support the wider administration team with operational targets, including suitability report packaging
• Flag complex cases or issues to senior team members
• Monitor and manage incoming and outgoing post

Compliance & Governance

• Follow internal policies and FCA/AML requirements at all times
• Assist with documentation for internal reviews and audits
• Maintain confidentiality and data integrity
• Escalate complaints, breaches or losses promptly in line with internal procedures

Team Collaboration

• Work closely with colleagues across regional teams to ensure consistent support
• Participate in team meetings and contribute to continuous improvement initiatives
• Undertake additional duties as reasonably required

Stakeholder Interaction

• Respond professionally to queries from advisers and internal teams
• Maintain a client-focused approach in all communications
• Escalate complex queries where appropriate

Skills & Experience

Essential

• Strong attention to detail and organisational skills
• Excellent communication and interpersonal abilities
• Ability to manage multiple tasks and prioritise effectively
• Consistently produce accurate, high-quality work
• Proficient in Microsoft Office and CRM systems

Desirable

• Understanding of financial planning and wealth management products
• Knowledge of the annual review process
• Willingness to work towards financial services or CII qualifications

Qualifications

• Educated to GCSE/A-Level standard
• Further professional or administrative qualifications beneficial

Values & Culture

• Client-focused and principled
• Acts with integrity, fairness and professionalism
• Team-oriented with a commitment to high standards and continuous improvement

Apply today via NJR Recruitment quoting the reference NJR16477

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.