Senior Financial Planning Administrator – Hybrid Working

Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.

Duties for this role will include:

To provide business support to Financial Advisers, working within the agreed business objectives

Administrative support to encompass the processing of new business and client valuations

To maintain and update client information.

Letter of authority issue and chasing

Chasing financial information from clients

Provide outstanding customer service to meet expectations of clients, and colleagues.

Timely and accurate processing of all client documents and returned queries to ensure that client's needs are met.

The candidate:

Good working knowledge of Microsoft Office & Outlook

Relevant experience within Financial Services

Experience with Transact platform would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working can be offered with this role, in the office 2 or 3 days per week.

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