At a Glance
- Tasks: Manage complex client cases and support Financial Advisers with high-quality documentation.
- Company: Respected independent financial planning firm with a focus on exceptional client service.
- Benefits: Competitive salary, mentoring opportunities, and a supportive team environment.
- Other info: Opportunity for career growth and to mentor junior colleagues.
- Why this job: Take ownership of complex cases and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning and strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
Our client is a highly respected independent financial planning firm seeking an experienced Senior Financial Planning Administrator to join their growing team.
This is an opportunity for an experienced financial planning professional who enjoys taking ownership of complex cases, supporting Advisers at a high level and mentoring junior colleagues while maintaining exceptional standards of client service.
The Role Working closely with Financial Advisers and the wider support team, you'll manage more complex client cases and play a key role in ensuring the smooth delivery of the financial planning process.
Responsibilities include: Preparing high-quality documentation ahead of client meetings Managing complex new business cases from submission through to completion Obtaining provider information, valuations and illustrations Ensuring client records are maintained accurately and in line with regulatory requirements Completing anti-money laundering and compliance checks Acting as a key point of contact for clients, providers and Advisers, resolving queries efficiently Supporting ongoing client servicing, annual reviews and policy servicing Monitoring workflow to ensure service levels are consistently achieved Providing guidance and day-to-day support to Junior Administrators where required Maintaining high standards of accuracy while ensur...
