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 (IO)
• 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 ID recording 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.