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: Generous pay, hybrid working, and excellent perks.
- Other info: Opportunity for mentoring and professional growth in a dynamic setting.
- Why this job: Join a collaborative environment and make a real difference in clients' financial journeys.
- Qualifications: 4 years in financial planning support, strong communication, and organisational skills.
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
- Good all round knowledge of pension and investment products
- Excellent attention to detail and organisational skills
- Strong written and verbal communication skills
- Client‑focused, professional and collaborative approach
- Ability to manage multiple cases and deadlines in a regulated environment
In return my client offers a generous remuneration package, hybrid working (1 - 2 days from home), a friendly working environment and excellent benefits package.
Financial Planning Administrator in Exeter employer: Front Row Recruitment
Join a respected Wealth Manager in Exeter, where you will thrive in a supportive and collaborative environment. With a focus on employee growth, the company offers generous remuneration, hybrid working options, and an excellent benefits package, making it an ideal place for those seeking meaningful and rewarding employment in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of pension and investment products. We want you to shine when discussing your expertise, so be ready to showcase your skills and experience!
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show that you’re genuinely interested in the role. Plus, it’s a great chance to reiterate why you’d be a perfect fit.
✨Tip Number 4
Apply through our website for the best chance of landing that Financial Planning Administrator role. We love seeing applications come directly from our platform, and it helps us keep track of all the amazing talent out there!
We think you need these skills to ace Financial Planning Administrator in Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your relevant experience and skills, especially those that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that relate to the responsibilities listed in the job description.
Showcase Your Attention to Detail:Given the importance of accuracy in this role, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so let that shine through in your application!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Front Row Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pension and investment products. Being able to discuss these confidently will show that you're not just a candidate, but a potential asset to the team.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple cases or deadlines in previous roles. This will demonstrate your ability to thrive in a regulated environment, which is crucial for this position.
✨Practice Your Communication
Since strong written and verbal communication skills are key, consider doing mock interviews with a friend. This will help you articulate your thoughts clearly and professionally, especially when discussing client interactions.
✨Be Ready for Technical Questions
Expect questions about specific processes like AML checks or fund switches. Familiarise yourself with these topics so you can answer confidently and show that you’re already thinking like a Financial Planning Administrator.
