Company Description
Vivid Financial Planning is a client-focused financial planning firm built on the core values of trust, clarity, and reliability. The team places a strong emphasis on transparency and integrity, ensuring clients feel confident in how their finances are managed. Complex financial concepts are explained in clear, accessible ways so clients can understand their options and make informed decisions. The firm provides consistent, personalized guidance and timely services, positioning itself as a dependable partner through both stable and challenging financial periods. These values actively shape day-to-day work and client relationships across the organisation.
Role Description
The Senior Administrator will provide high-level administrative and operational support to financial planners and the wider team, ensuring smooth delivery of client services. Day-to-day responsibilities include managing client records, preparing documentation and reports, coordinating appointments and follow-ups, and maintaining accurate data within internal systems and platforms. The role will also involve handling incoming queries, supporting compliance and process checks, and contributing to the continuous improvement of administrative workflows. This is a contract position based in Marlow in a hybrid working arrangement, combining office-based work with some flexibility to work from home. The Senior Administrator will collaborate closely with colleagues, uphold the firm’s values in every interaction, and help maintain an organised, professional, and client-centered environment.
Qualifications
- Must have SJP experience.
- Strong administrative skills, including document management, data entry, and record-keeping within professional services or financial environments.
- Excellent organisational and time-management abilities, with experience prioritizing multiple tasks and meeting deadlines in a busy office setting.
- Effective communication skills, both written and verbal, with a professional and client-focused approach to handling calls, emails, and correspondence.
- Competence with standard office and financial planning software (e.g., CRM systems, spreadsheets, word processing tools) and the ability to quickly learn new systems.
- Attention to detail and accuracy, particularly when preparing reports, checking documentation, and supporting compliance and regulatory requirements.
- Proactive problem-solving skills and the ability to work independently as well as collaboratively in a hybrid environment.
- Must have experience within financial planning/wealth management
- Relevant certifications or a qualification in business administration, finance, or a related discipline would be an advantage.
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