https://jobs.co.uk/job/financial-planning-administrator-front-row-recruitment--c0027f9f-bc22-49d6-aa8d-5847b79c1d12 RSS feed for Financial Planning Administrator at Front Row Recruitment. en-gb Mon, 25 May 2026 22:12:17 GMT https://jobs.co.uk/job/financial-planning-administrator-front-row-recruitment--c0027f9f-bc22-49d6-aa8d-5847b79c1d12 https://jobs.co.uk/job/financial-planning-administrator-front-row-recruitment--c0027f9f-bc22-49d6-aa8d-5847b79c1d12 Fri, 08 May 2026 11:51:28 GMT Location: Glasgow | Salary: 30000.00-30000.00 Annual | Type: Permanent | Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field. Key Responsibilities Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation Maintain accurate and up-to-date client records and financial information within back-office systems Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant Manage new business processing, proactively progressing cases and chasing providers Liaise with pension providers, platforms, and third parties to obtain updates and information Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing Maintain and update CRM systems (e.g. Intelliflo or similar) accurately Assist with platform administration, including transfers and investments Act as a central coordination point between clients, advisers, and internal teams Deliver a high-quality client experience throu... Permanent