Senior Financial Planning Administrator

Role Overview

• Act as a key point of contact for clients, providing a high-quality, personable service
• Proactively manage client queries, ensuring timely and accurate responses
• Prepare and process client documentation across a range of financial planning products
• Liaise with providers, challenging where necessary to ensure timely and accurate delivery
• Ensure all work is completed ‘right first time’, maintaining high attention to detail
• Support advisers with client reviews, ongoing servicing and case progression
• Prioritise workload effectively in a fast-paced environment
• Identify opportunities to improve processes and client outcomes

Requirements

• Proven experience within a Financial Planning / Wealth Management environment
• Experience supporting high-net-worth (HNW) clients
• Confident in dealing directly with clients and building relationships
• Comfortable challenging providers to drive outcomes for clients
• Proactive, self-motivated and able to take ownership of workload
• Strong organisational skills with the ability to prioritise effectively
• High attention to detail and commitment to quality
• A team player with a positive attitude and strong work ethic
• Brings personality and energy to the team
• It would be desirable for you to have IO experience.

Benefits

• Competitive salary
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave + public holidays
• Buy and sell holidays up to 5 days
• Office Christmas close (3-days)
• A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
• Hybrid working
• Further education and training support
• Discretionary performance related bonus
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• And lots of flexible benefits to choose from!