Financial Planning Administrator - #2087296

Support a team of experienced Financial Planners working with high net worth clients, within a well structured and well resourced private wealth environment.

This is a strong opportunity for an experienced Financial Planning Administrator who enjoys working closely with advisers and playing a key role in delivering a high quality, efficient client experience.

You’ll be part of a professional support team where processes, systems and workflow are clearly defined, allowing you to focus on delivering excellent outcomes rather than firefighting.

You’ll support Partners working with high value client relationships, helping to manage the full client journey from pre meeting preparation through to new business completion and ongoing servicing.

About the firm

Our client is a well established national financial planning firm with a strong presence across the UK. They have built a reputation for delivering high quality advice to high net worth clients, supported by robust internal processes and a collaborative team structure.

The culture is professional, supportive and team led, with a clear focus on service excellence and long term client relationships. The business invests heavily in systems, training and development to ensure staff are equipped to deliver at a high standard.

What you’ll do

• Provide day to day administrative support to Financial Planners, acting as a key point of contact
• Prepare for client meetings, including gathering information and producing client packs
• Manage the end to end new business process, ensuring all documentation is complete and compliant
• Submit applications and liaise with providers through to completion, keeping all parties updated
• Maintain accurate client records and track workflow to ensure visibility across cases
• Work closely with paraplanners and advisers to ensure smooth delivery of client outcomes
• Build strong working relationships with advisers, clients and internal teams
• Ensure all work is carried out in line with FCA and internal compliance requirements

What you’ll need

• Experience working in a Financial Planning or IFA administrative role
• Good knowledge of pensions and investments
• Experience supporting advisers with high net worth clients

Benefits

• 25 days holiday, increasing annually up to 30 days
• Competitive salary plus bonus
• Pension contributions matched
• Life assurance
• Income protection
• Access to financial advice within the business
• Additional lifestyle benefits including discount portal and support schemes

If you’re interested, please click Apply now or reach out to Ross Altan at Reed.

Don’t worry if your CV isn’t up to date. Just send what you have and we can sort out the rest later.