Job Title: Senior Financial Planning Administrator
Location: Liverpool
Salary: Up to £35,000 + bonus and benefits
About the Role:
A leading financial services firm is seeking an experienced Senior Financial Planning Administrator to join their team. This senior role combines high-level administration with leadership responsibilities, ideal for someone with extensive IFA experience and exposure to high-net-worth (HNW) clients or advisors.
You will provide expert administrative support to Financial Planners and/or Investment Managers, ensure client satisfaction, and lead junior team members through 1:1s, appraisals, training, and recruitment support. This is a pivotal role to ensure operational excellence while maintaining regulatory compliance.
Key Responsibilities:
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Provide comprehensive administrative support to Financial Planners and/or Investment Managers
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Build and maintain strong client relationships
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Maintain accurate client records and back-office systems in line with policies
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Support new business pitches, presentations, and client reporting
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Manage cash transfers, foreign exchange transactions, and account balances where applicable
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Ensure accurate processing of business, including new account setup and AML documentation
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Identify and escalate risks, ensuring appropriate mitigation
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Lead and mentor junior team members, including 1:1s, appraisals, and training
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Contribute to recruitment and share best practices across the team
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Promote client use of digital tools and provide guidance as needed
Skills and Experience:
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Proven IFA administration experience, ideally with HNW client exposure
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Leadership or managerial experience, including mentoring or supervising team members
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Strong client service ethic and ability to prioritise under pressure
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Excellent communication, organisational, and problem-solving skills
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Knowledge of financial planning processes and systems
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RO Diploma studies desirable but not essential
Professional Qualifications and Education:
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Excellent standard of education; degree preferred but not essential
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Commitment to further professional development
What’s on Offer:
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Competitive salary up to £35,000
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Performance-related bonus and benefits package
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Senior leadership responsibilities within a supportive and collaborative team
This is an excellent opportunity for an experienced financial planning administrator ready to take the next step into a senior, leadership-focused role.
Sector:
- Financial Services
