Senior Financial Planning Administrator / PA
Location: Fully Remote / Home-Based (UK-wide, must live and be eligible to work in UK)
Salary: Up to £40,000 DOE
An exciting opportunity has arisen to join a newly established and ambitious Wealth Management business at the start of an exciting growth journey. Led by a highly experienced and respected Financial Planner with a strong existing client base and long-term growth plans, this role offers the chance to become a key part of a close-knit and highly professional team from an early stage.
We are seeking an experienced Senior Financial Planning Administrator / PA to provide high-level support to a specialist Adviser working predominantly with medical professionals including Doctors, Dentists and GPs.
This is a fully home-based role and can be located anywhere within the UK.
The Opportunity
- This is a pivotal role within the business, supporting the smooth day-to-day running of the practice while delivering an exceptional client experience. You will work closely with the Adviser, acting as a trusted support across client servicing, administration and operational activities.
- The successful candidate will be highly organised, proactive and confident working within a fast-paced Financial Planning environment.
Key Responsibilities
- Provide comprehensive administrative and PA support to the Adviser
- Prepare client documentation including quotations, illustrations, valuations and reports
- Process new business accurately and efficiently in line with compliance and service standards
- Liaise with clients, providers and third parties in a professional and timely manner
- Manage ongoing client servicing and review processes
- Maintain accurate records using CRM systems and internal platforms
- Support the delivery of a first-class client journey and ongoing relationship management
- Handle sensitive client information with professionalism and discretion
To be considered for this role, candidates must have:
- Previous experience within a Financial Planning / Wealth Management environment
- Experience supporting a Financial Adviser who specialises in the Medical Sector, including working with Doctors, Dentists and GPs
- Strong knowledge and understanding of NHS Pensions and dealing with NHSBSA
- Previous experience working within the St. James’s Place environment, with knowledge of SJP systems and processes highly desirable
- Excellent organisational skills with strong attention to detail
- The ability to manage multiple priorities and work independently from home
- Strong communication and interpersonal skills
- A professional, client-focused approach at all times
Why Apply?
- Join a growing and highly ambitious Wealth Management business at an exciting stage of development
- Work closely with an experienced and successful Financial Planner with a loyal client base
- Fully remote role offering excellent flexibility
- Opportunity to play a key role in shaping the future success of the business
- Supportive, professional and relationship-driven culture
How to Apply
If you have the relevant experience within Financial Planning and specialist knowledge supporting clients within the Medical sector, we would love to hear from you.
Sector:
- Financial Services
- Financial Planning
