Senior Financial Planning Administrator
Full Time, Permanent
Negotiable depending on experience - (£35K+) approximately, plus excellent benefits and bonus - contact us to discuss
Office based - potential for some flexibility
I’m working with a well-established UK wealth management business that’s looking for a confident and organised Senior Financial Planning Administrator. If you enjoy being the person who keeps everything running smoothly, supports advisers and builds great relationships with clients, this role could be a perfect fit.
The Role
You’ll be a key support for the Wealth Planners, handling everything from client onboarding and meeting preparation to follow-up actions and general administration. You’ll take ownership of keeping client records accurate, coordinating with internal teams and ensuring clients always feel well looked after.
It’s a role that suits someone who enjoys variety, takes pride in doing things properly and likes to be part of a collaborative, friendly team. You’ll also help guide newer team members and contribute to making processes more efficient along the way.
What You’ll Be Doing
-
Preparing documents, reports and meeting packs
-
Managing client data and onboarding requirements
-
Handling general client queries and correspondence
-
Coordinating with paraplanning, client services and providers
-
Supporting planners with diary management and post-meeting tasks
-
Preparing application forms and letters of authority
-
Sharing knowledge with junior team members and supporting team improvements
What You’ll Bring
-
Experience in financial or wealth planning administration
-
Strong understanding of financial planning processes
-
Excellent communication skills
-
High accuracy, numeracy and attention to detail
-
Good working knowledge of Microsoft Office
-
Experience with XPlan or Voyant is helpful but not essential
-
A proactive, team-focused approach
Benefits
The firm offers a well-rounded benefits package that includes pension support, healthcare options, insurance cover, enhanced family leave, wellbeing initiatives and a range of lifestyle perks. You’ll also have access to flexible schemes and additional employee support programmes.
This is a fantastic opportunity to take on a varied and rewarding role within a supportive, professional team where your contribution genuinely matters.
Sector:
- Financial Services
- Financial Planning
