Financial Planning Administrator
Chester Le Street
Salary Competitive
Permanent
A highly respected and growing wealth management practice in Durham is seeking a detail-driven Financial Planning Administrator to join their professional support team.
This is an excellent opportunity for someone who thrives in a structured, data-focused environment and enjoys working with investment and pension information.
You’ll play a key role in supporting the Advice & Guidance process by gathering, analysing and accurately inputting scheme data from a range of third-party providers. If you’re someone who loves accuracy, organisation and problem-solving, this role will suit you perfectly.
Whether you’re currently in wealth management admin, pension administration, investment operations, or a similar environment, this could be a great next step. There are opportunities to progress and develop within the company long-term.
The Role
You will be responsible for ensuring the smooth transition of client cases by:
- Requesting detailed information from investment and pension providers
- Extracting and transposing key data using both manual and automated tools
- Inputting and validating scheme information within internal systems
- Producing comparison reports and suitability documentation for adviser review
- Monitoring data accuracy and providing feedback for system improvements
- Maintaining strong communication with providers and internal teams
- Ensuring all records remain compliant, accurate and up to date
About You
We’re looking for someone who brings:
- Experience in financial services, pensions, investments, or a similar data-heavy admin role
- Strong analytical skills and the ability to interpret complex financial information
- Excellent attention to detail and accuracy in data handling
- Confident communication skills when liaising with providers and colleagues
- Strong organisational skills and the ability to manage competing deadlines
- Good working knowledge of Microsoft Office and confidence using multiple systems
- A proactive approach to learning, development and continuous improvement
