Senior Financial Planning Administrator

Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients.

We're seeking a professional, organised, and proactive individual to provide essential support to our team of Financial Advisers and Paraplanners, helping to deliver exceptional client service and efficient business operations.

Key Responsibilities

• Provide comprehensive administrative and business support to Financial Advisers, working towards shared business goals
• Process new business and client valuations accurately and efficiently
• Maintain and update client records and information systems
• Issue and chase Letters of Authority
• Liaise with clients to obtain financial information and documentation
• Ensure all client documents and queries are processed promptly and accurately
• Deliver exceptional service to clients and colleagues alike

About You

• Experience working in Financial Services administration
• Strong knowledge of Microsoft Office, especially Outlook
• Excellent attention to detail, communication, and organisational skills
• A proactive mindset with a desire to learn and progress

What's on Offer

• A generous basic salary and benefits package
• Support for industry exams and career progression into Paraplanning
• A collaborative, innovative team culture
• Hybrid working - 3 days in the office, 2 days from home

Join a dynamic, client-focused team that values personal development and continuous improvement.

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