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Are you an experienced Financial Planning Administrator looking for your next step with genuine opportunities to grow your career?
Our client, a highly successful and growing wealth management practice, is seeking a proactive and professional Senior Financial Planning Administrator to provide vital support to its Financial Advisers and Paraplanning team. With a strong reputation for delivering fee-based advice to HNW clients, this firm offers a supportive, forward-thinking environment where you can thrive.
Key Responsibilities:
- Provide high-quality, compliant administrative support to Managers, Financial Planners, and clients.
- Act as a central point of contact, ensuring an exceptional client service experience at all times.
- Obtain provider information (LOAs), illustrations, and supporting documents for adviser and paraplanner use.
- Run Risk Profiler results via FE Analytics.
- Process new business efficiently, ensuring all compliance requirements are met.
- Prepare valuation reports and performance documentation for client review meetings.
- Liaise with providers directly or via platforms to ensure smooth submission and progress of cases.
About You:
- Previous experience within Financial Services, ideally supporting IFAs.
- Strong knowledge of Microsoft Office & Outlook.
- Highly organised, detail-oriented, and able to manage multiple priorities.
- A confident communicator who enjoys being part of a collaborative team.
What’s on Offer:
This is an excellent opportunity to join a forward-thinking, innovative firm with a vibrant team culture. You’ll receive a competitive salary and benefits package, along with ongoing training and support to develop your skills and advance your career.
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