Senior Financial Planning Administrator

• Act as a key point of contact for clients, managing complex queries and coordinating client servicing activities




• Build and maintain relationships with clients, Financial Planners, Paraplanners and external providers




• Prepare for client meetings by coordinating documentation, gathering information and supporting advice delivery




• Prepare, review and maintain accurate, compliant client documentation and records




• Manage post-meeting actions, client requests and complex servicing requirements through to completion




• Process client transactions and provider requests accurately and within required timescales




• Maintain client information across systems, platforms and CRM records using advanced platform functionality




• Prioritise and manage workflow in line with KPIs, SLAs and regulatory requirements




• Identify opportunities for process improvement




• Provide escalation support and guidance to Client Executives on technical, regulatory and complex client matters




• Share knowledge, coach colleagues and support onboarding and development of new team members

Requirements

• Minimum of 3 years' experience within financial planning




• Strong understanding of financial products, FCA regulations and industry best practice




• Experience managing complex client servicing and administrative activities




• Proficient in Microsoft Office, provider platforms and CRM systems




• Strong organisational skills with the ability to manage multiple priorities and meet deadlines




• Excellent attention to detail and commitment to delivering high-quality work




• Strong communication and stakeholder management skills




• Ability to work independently, use initiative and make informed decisions within scope of authority

Core Competencies

Demonstrates expertise in client relationship management, financial product knowledge, and compliance with FCA regulations. Proficient in managing complex client servicing activities while ensuring high-quality documentation and effective communication.

Highest-signal resume keywords

• Financial Planning Experience




• FCA Regulations Knowledge




• Client Servicing Management




• Microsoft Office Proficiency




• CRM Systems Experience

ATS Optimization Keywords

Hard Skills

• Financial Products Understanding




• Client Documentation Preparation




• Transaction Processing




• Workflow Management




• Process Improvement Identification

Soft Skills

• Strong Organisational Skills




• Excellent Attention to Detail




• Strong Communication Skills




• Stakeholder Management




• Coaching and Knowledge Sharing

Industry Keywords

• Client Servicing Activities




• KPI Management




• SLA Compliance




• Regulatory Requirements




• Complex Queries Management

Tools & Technologies

• Provider Platforms




• CRM Systems