Financial Planning Administrator
hace 1 día
Exeter
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, • 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.