Financial Planning Administrator

Financial Planning Administrator Job Description Template

Our company is looking for a Financial Planning Administrator to join our team.


  • Inputting data on internal systems ensuring the information is accurate and up to date;
  • Sending out client pack information;
  • Dealing with client queries via email and telephone;
  • Data entry, maintaining registers and client information database;
  • Overseeing policy management including valuations, changes of address, withdrawal requests, Deeds of Assignment, ad-hoc client queries;
  • To problem solve as far as possible;
  • Create Files, client records on IO, whilst issuing letters of authority and compiling initial plan summaries;
  • Sourcing application forms, product guides, fund factsheets etc;
  • Prepare documentation for initial meetings with prospective clients;
  • Benefits Projection Reports;
  • Dealing with telephone and email enquiries;
  • Answering the telephone and directing calls;
  • Supporting the Operations manager;
  • Ensure all client and policy data is promptly updated following any changes;
  • Attend internal and external courses as agreed appropriate to ensure ongoing competencies.


  • The ideal candidate will ideally have 3+ years of financial services experience, and financial qualifications would be an advantage;
  • Good IT skills – intermediate level in Excel, Word and PowerPoint with experience of Office 365 products, specifically Dynamics CRM and SharePoint;
  • Confidence and ability to manage own workload.