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Permanent

Financial Planning Central Administrator

Peterborough
money-bag 27000.00-27000.00 Annual
3085444805
Posted 3 days ago

Financial Planning Central Administrator Location: Peterborough (Hybrid - 3 days office based)Salary to £28,000Excellent 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 RoleThe 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 ResponsibilitiesAdministrative SupportProvide accurate and timely administrative support across client servicing and internal processesMaintain and update client records and CRM systems in line with regulatory and company requirementsAssist with client onboarding, document preparation and data entryOperational DeliveryComplete tasks to a high standard within agreed service level timeframesSupport the wider administration team with operational targets, including suitability report packagingFlag complex cases or issues to senior team

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