At a Glance
- Tasks: Support Financial Planners and manage client journeys with seamless administration.
- Company: Leading wealth management business focused on high-net-worth clients.
- Benefits: Competitive salary, professional development, and a collaborative team environment.
- Other info: Opportunity for career growth and mentoring junior colleagues.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in financial planning administration and strong teamwork skills.
The predicted salary is between 40000 - 50000 £ per year.
Are you an experienced Financial Planning Administrator looking to take the next step in your career with a leading wealth management business?
This is an exciting opportunity to join an established Financial Planning team supporting experienced advisers who work with high-net-worth individuals, families and business owners.
Internally, the role is known as a Senior Wealth Planning Assistant, but this is a senior financial planning administration position where you'll become an integral part of a collaborative team that values expertise, professional development and exceptional client service.
The Opportunity As a Senior Financial Planning Administrator, you'll provide comprehensive support throughout the client journey, ensuring a seamless experience from initial enquiry through to implementation and ongoing servicing.
Working closely with Financial Planners, Paraplanners and internal specialists, you'll manage complex administration, coordinate client meetings, liaise with providers and play a key role in delivering exceptional client outcomes.
You'll also act as a senior member of the team, supporting junior colleagues, sharing best practice and contributing towards continuous improvements across the department.
Key Responsibilities Provide end-to-end administrative support to Financial Planners Prepare and process new business applications accurately and efficiently
