Invoice Processing jobs in Remote

Financial Planning Administrator - Part time | Fully remote within the UK

Are you looking for something different?

Would you like to help empower women to feel confident about their financial future?

We’re seeking an experienced Financial Services Administrator to support two complementary businesses helping women build financial confidence.

True Financial Design provides independent, regulated financial planning and advice on pensions, investments and long-term financial security, including life after divorce.

True Divorce Consultancy provides financial guidance and practical support during divorce, helping clients understand their finances and options. It does not provide regulated financial advice or legal advice.

This role is ideal for someone who thrives working independently from home, enjoys structure, and takes real pride in accurate, meaningful work.

The role

· Hours: part-time, with hours and working pattern to be agreed and the opportunity to grow into full-time.

· Salary: £27,000–£31,000 per year full-time equivalent, depending on experience, plus bonus. Part-time pay is pro-rated to agreed hours.

· Location: fully remote within the UK, with occasional team meet-ups.

What you will take ownership of

· Managing leads, onboarding, appointments and client communication from enquiry through to completion.

· Preparing annual reviews, letters of authority (LOAs), client data gathering, provider chasing, valuations, illustrations, quotations and fund/cost analysis.

· Keeping all back-office systems, fact finds and client files up to date, including 2plan records and post-review updates; preparing case submissions for Paraplanner to check and submit.

· Processing weekly invoices, checking suspense and withheld amounts, and sending, logging and tracking manual invoices.

· Maintaining the assets under management (AUM) spreadsheet, checking cash across platforms and processing authorised transactions within agreed checks.

· Supporting True Divorce Consultancy programme onboarding, routine queries and appointments.

· Improving spreadsheets, templates and processes using approved AI and automation.

What you must bring

· At least three years’ administration experience within a financial planning or advice business, with sound knowledge of pensions, ISAs, investments and protection.

· Very high attention to detail: you check figures, spot discrepancies and own your work.

· Strong Excel skills, including formulas, lookups, data checks and spreadsheet improvements.

· Confidence with technology and enthusiasm for using approved AI, checking outputs and learning better ways of working.

· Warm, confident client communication, on the telephone and in writing.

· Organisation, initiative and reliable remote working, with sound judgement about confidentiality and when to escalate.

Experience with 2Plan, FE Analytics and provider platforms is useful; relevant experience with similar systems is welcome.

What we offer

A long-term career in financial administration, with opportunities to develop in client service and operations. Benefits include a pension, bonus, training and exam support, and 22 days’ leave plus public holidays on a full-time basis, pro-rated to your working pattern.

How to apply

Send your CV and answers of around 100–150 words to each question. Use specific examples without confidential client or employer information.

1. Describe an annual review you administered from preparation to completion. What did you personally do, which systems did you use, what checks did you make and when did you escalate?

2. Describe a specific Excel task: the problem, formulas or checks you used, an error you found and how you verified the final result. If you used AI, how did you check it?

3. Describe a difficult client call you handled: what did you say, what did you resolve or escalate, and how did you track the next action?

Selection includes a short call, practical test, interviews and a paid trial. Please tell us if you need adjustments.

Job Type: Part-time

Pay: £27,000.00-£31,000.00 per year

Expected hours: 27.0 – 32.0 per week

Benefits:

• Company pension
• Financial planning services
• Work from home

Application question(s):

• 1. Describe an annual review you administered from preparation to completion. What did you personally do, which systems did you use, what checks did you make and when did you escalate?
• 2. Describe a specific Excel task: the problem, formulas or checks you used, an error you found and how you verified the final result. If you used AI, how did you check it?
• 3. Describe a difficult client call you handled: what did you say, what did you resolve or escalate, and how did you track the next action?

Experience:

• Financial services: 3 years (required)

Work Location: Remote