Financial Planning Administrator

Job title: Financial Planning Administrator
Location: London
Industry: Financial Services
Salary: £30,000 - £35,000
Reference: 1532
Contact email:

Job description


  • Supporting advisers in all aspects of the advice process.
  • Preparing first meeting packs
  • Inputting fact find details into the back-office system
  • Set up clients, input case, input initial fee, input expectation of future income, obtain illustrations (Exchange or other methods)
  • Obtain KFds or KIIds
  • Input Lifetime cash forecasting information into via Truth (where relevant)
  • Prepare suitability letters for Adviser sign off (using templates or software)
  • Obtain and copy Anti Money Laundering documents
  • Complete verification form for adviser signature
  • Pass prepared case to Compliance (using checklist)
  • On-Line Processing (where relevant)
  • Updating the system on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
  • Chasing business
  • Weekly planning / strategy meeting with Adviser
  • General Administration
  • Liaise with providers / clients / third parties – as necessary
  • Support diary function of designated adviser



  • Experience of working for an IFA and liaising with product providers
  • Knowledge of Pension and Investment Products
  • Good analytical skills
  • Good listening ability
  • Good telephone manner
  • Good level of IT proficiency including specific Financial Services software


Company Benefits:


  • Salary up to £35,000 depending on experience, DIS, 5% pension after probation passed, 22 days (increasing by 1 per annum up to max 25)


Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.


Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy outlining how we use and store your personal data is available to view on our website. You can request to be ‘forgotten’ by emailing Lacee Watts please see email via our website).

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Jodie Murray

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