Senior Financial Planning Administrator

Description

Senior Financial Planning Administrator

Full Time, Permanent

Negotiable depending on experience - (GBP35K+) approximately, plus excellent benefits and bonus - contact us to discuss

Office based - potential for some flexibility

I'm working with a well-established UK wealth management business that's looking for a confident and organised Senior Financial Planning Administrator. If you enjoy being the person who keeps everything running smoothly, supports advisers and builds great relationships with clients, this role could be a perfect fit.

The RoleYou'll be a key support for the Wealth Planners, handling everything from client onboarding and meeting preparation to follow-up actions and general administration. You'll take ownership of keeping client records accurate, coordinating with internal teams and ensuring clients always feel well looked after.

It's a role that suits someone who enjoys variety, takes pride in doing things properly and likes to be part of a collaborative, friendly team. You'll also help guide newer team members and contribute to making processes more efficient along the way.

What You'll Be DoingPreparing documents, reports and meeting packsManaging client data and onboarding requirementsHandling general client queries and correspondenceCoordinating with paraplanning, client services and providersSupporting planners with diary management and post-meeting tasksPreparing application forms and letters of authoritySharing knowledge with junior team members and supporting team improvementsWhat You'll BringExperience in financial or wealth planning administrationStrong understanding of financial planning processesExcellent communication skillsHigh accuracy, numeracy and attention to detailGood working knowledge of Microsoft OfficeExperience with XPlan or Voyant is helpful but not essentialA proactive, team-focused approachBenefitsThe firm offers a well-rounded benefits package that includes pension support, healthcare options, insurance cover, enhanced family leave, wellbeing initiatives and a range of lifestyle perks. You'll also have access to flexible schemes and additional employee support programmes.

This is a fantastic opportunity to take on a varied and rewarding role within a supportive, professional team where your contribution genuinely matters.

Ad ID: 5418027716