Senior Financial Planning Administrator

Are you an experienced Financial Planning Administrator looking to take the next step in your career with a highly respected wealth management business?

This is an exciting opportunity to join an established Financial Planning team supporting experienced advisers who work with high-net-worth individuals, families and business owners.

You’ll become a key part of a collaborative team where your expertise is valued, you’ll have genuine ownership of your work, and you’ll be supported with ongoing development and career progression opportunities.

As a Senior Financial Planning Administrator, you’ll play a crucial role in supporting advisers and delivering an exceptional client experience throughout the full financial planning journey.

Working closely with Financial Planners, Paraplanners and internal teams, you’ll manage a varied workload, handle complex administration and build strong relationships with clients, providers and professional contacts.

This is a role for someone who enjoys being trusted, taking responsibility and playing an important part in a successful and growing team.

• Provide comprehensive administrative support to Financial Planners
• Manage the end-to-end client journey from onboarding through to ongoing servicing
• Prepare and process new business applications accurately
• Coordinate client meetings, valuations, meeting packs and follow-up actions
• Liaise with providers, solicitors and other third parties
• Prepare client documentation, Letters of Authority and application forms
• Maintain accurate client records using internal systems
• Support Paraplanners with case preparation and submissions
• Handle client queries professionally and efficiently
• Support improvements across processes and service delivery
• Provide support and guidance to junior members of the team

• Previous experience as a Financial Planning Administrator, Senior IFA Administrator, Wealth Management Administrator or similar
• Strong understanding of the financial planning process
• Knowledge of pensions, investments and protection products
• Excellent organisation skills with strong attention to detail
• Confident communication and relationship-building skills
• A proactive approach with the ability to manage multiple priorities
• Experience using XPlan is preferred, with Voyant experience advantageous

You’ll join a business that genuinely invests in its people and offers an excellent overall package, including:

• Annual salary reviews
• Generous annual leave allowance
• Opportunity to purchase additional holiday
• Annual discretionary bonus
• Enhanced pension contributions
• Private healthcare and wellbeing support
• Life assurance and income protection
• Employee share and savings opportunities
• Professional qualifications fully supported and funded
• Excellent learning and development programmes
• Clear career progression within a growing wealth management business
• A collaborative and supportive culture where development is encouraged

If you’re looking for a role where you can be trusted, challenged and continue developing your career within a respected wealth management environment, this is an opportunity worth exploring.