Financial Planning Administrator

My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team.

Key Responsibilities

* Provide end‑to‑end administrative support to one or two Financial Planners

* Prepare pre‑meeting packs, engagement letters and client documentation

* Maintain accurate client records and workflows using Intelligent Office

* Process new business, fund switches, cash management and platform transactions

* Monitor pipelines and proactively update planners on case progress

* Support Annual Reviews in collaboration with Financial Planners and review teams

* Liaise with product providers, platforms, paraplanners and third parties

* Conduct four‑eye checks and support quality control processes

* Complete AML checks, including client  and electronic verification

* Generate client valuations and assist with invoicing

* Support trust administration and death claims where required

* Act as a subject‑matter expert in specific areas (e.g. trusts, DB pension transfers)

* Assist in mentoring and training trainee / apprentice FP administrators

* Handle client and provider phone queries professionally

Candidate Profile

* Ideally 4 years experience in a Financial Planning support or administration role

* Good all round knowledge of pension and investment products

* Excellent attention to detail and organisational skills

* Strong written and verbal communication skills

* Client‑focused, professional and collaborative approach

* Ability to manage multiple cases and deadlines in a regulated environment

In return my client offers a generous remuneration package, hybrid working (1-2 days from home), a friendly working environment and excellent benefits package