At a Glance
- Tasks: Provide top-notch admin support to Financial Planners and manage client documentation.
- Company: Respected Wealth Manager with a friendly team in Exeter.
- Benefits: Competitive salary, supportive environment, and opportunities for professional growth.
- Other info: Mentorship opportunities available for aspiring Financial Planning professionals.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 4 years of experience in Financial Planning support or administration.
The predicted salary is between 30000 - 40000 £ per year.
My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team.
Key Responsibilities
- Provide end-to-end administrative support to one or two Financial Planners
- Prepare pre-meeting packs, engagement letters and client documentation
- Maintain accurate client records and workflows using Intelligent Office (IO)
- Process new business, fund switches, cash management and platform transactions
- Monitor pipelines and proactively update planners on case progress
- Support Annual Reviews in collaboration with Financial Planners and review teams
- Liaise with product providers, platforms, paraplanners and third parties
- Conduct four-eye checks and support quality control processes
- Complete AML checks, including client ID recording and electronic verification
- Generate client valuations and assist with invoicing
- Support trust administration and death claims where required
- Act as a subject-matter expert in specific areas (e.g. trusts, DB pension transfers)
- Assist in mentoring and training trainee/apprentice FP administrators
- Handle client and provider phone queries professionally
Candidate Profile
Ideally 4 years experience in a Financial Planning support or administration role.
We think you need these skills to ace Financial Planning Administrator in Devon
End-to-End Administrative Support
Client Documentation Preparation
Intelligent Office (IO)
New Business Processing
Cash Management
Pipeline Monitoring
Annual Review Support
