Senior Administrator - Financial Planning

Description

We are a boutique Wealth Management firm based in Farnham, dedicated to providing tailored life centred financial planning advice and exceptional client service. Our team is passionate about helping clients achieve their financial goals, and we pride ourselves on our professional yet personal approach.

The Role

We are seeking a highly experienced organised and detail-oriented Senior Administrator to join our team. This role is crucial in supporting our financial planners and paraplanners and ensuring the smooth running of the business. The candidate will have extensive UK experience in Wealth Management and or Financial Planning (3 to 5 years ) strong administrative skills, and a proactive attitude.

Key Responsibilities

• Provide high-level administrative support to financial advisers, including preparing client documentation and reports.

• Manage client records, ensuring accuracy and compliance with regulatory requirements.

• Liaise with clients, providers, and external stakeholders, handling queries professionally and efficiently.

• Assist with processing new business applications, fund switches, withdrawals, and policy changes.

• Maintain and update internal systems, ensuring data integrity.

• Support compliance and regulatory requirements, including anti-money laundering (AML) and Know Your Client (KYC) checks.

• Organise meetings, prepare agendas, and manage correspondence.

• Contribute to process improvements to enhance efficiency within the firm.

Key Skills & Experience

• Previous experience in financial services administration, within Financial Planning.

• Strong knowledge of financial products, including pensions, investments, and protection.

• Excellent attention to detail and ability to manage multiple tasks efficiently.

• Strong communication skills, both written and verbal, with a professional and client-focused approach.

• Proficiency in Microsoft Office and financial CRM systems (such as Intelligent Office (IO), Transact, Aberdeen, Quilter or similar).

• Understanding of FCA regulations and compliance requirements.

• Ability to work independently and as part of a team in a fast-paced environment.

What We Offer

• A supportive and friendly working environment.

• Competitive salary and benefits package.

• Opportunities for professional development and career progression.

• A chance to be part of a growing firm where your contributions are valued.

If you are an experienced administrator looking for a role where you can make a real impact in a respected Financial Planning firm, we would love to hear from you!

Job Types: Full-time, Permanent

Additional pay:

• Bonus scheme

. Car Park paid

Ad ID: 5417317660