At a Glance
- Tasks: Provide advanced support to financial planners and manage client relationships.
- Company: Boutique advice practice in East Suffolk with a supportive team.
- Benefits: Competitive salary, 25 days holiday, pension scheme, and professional development.
- Other info: Friendly work environment with opportunities for career growth.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Extensive experience in financial planning support and strong technical knowledge.
The predicted salary is between 30000 - 40000 £ per year.
My client is a boutique advice practice based in the East of Suffolk. They are currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals. This is a new position to add some needed support resource to a busy and growing team.
You will join an already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support.
The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members.
Key Responsibilities:
- Provide advanced technical and administrative support to financial planners.
- Prepare complex client reports and suitability letters.
- Conduct product and platform research, offering technical input for client recommendations.
- Manage relationships with clients and providers at a senior level.
- Ensure all work complies with FCA regulations and company standards.
- Support the training and development of junior and lead support staff.
Requirements:
- Extensive experience in a financial planning or IFA support role.
- Experience of using Intelligent Office.
- CII Level 4 Diploma in Regulated Financial Planning (desirable).
- Strong technical knowledge of financial products, platforms, and providers.
- Excellent organisational, analytical, and communication skills.
- Ability to work independently and take initiative.
- Experience mentoring or supporting the development of colleagues.
What my client offers:
- Competitive salary and benefits package.
- 25 days holiday plus bank holidays.
- Pension scheme.
- Professional development opportunities, with study support where relevant.
- A supportive and friendly working environment, in a good location, with free parking.
Senior Financial Planner Support. Job in Lowestoft Move Collective Jobs employer: Broughton Group
Join a boutique advice practice in the picturesque East of Suffolk, where you will be part of a supportive and experienced team dedicated to delivering exceptional financial planning services. With a competitive salary, generous holiday allowance, and opportunities for professional development, this role not only offers meaningful work but also a chance to grow your career in a friendly environment that values collaboration and mentorship.
