Senior Financial Planning Administrator

Financial Planning Administrator - WorcesterSalary: Up to £35,000 + excellent benefitsLocation: Worcester (office-based, 5 days per week)

A fantastic opportunity has arisen for a skilled Financial Planning Administrator to join a highly reputable Wealth Management business in their Worcester office. This role offers the chance to be part of a professional, supportive team where you'll provide first-class support to Financial Planners and play a key role in delivering excellent outcomes for clients.

• Provide high-quality administrative support to Financial Planners, ensuring cases and documentation are managed accurately and efficiently

• Act as a first point of contact for client queries, delivering excellent customer service

• Prepare client documentation, meeting packs, valuations, and handle post-meeting actions

• Coordinate with internal teams such as paraplanning, compliance, and client services to ensure smooth processes

• Support training and mentoring of junior team members, sharing your expertise

• Maintain accurate records on XPlan and other systems

• Ensure compliance with FCA and internal processes at all times

• Previous experience in a Financial Planning or Wealth Management support role

• Strong knowledge of financial planning processes and products

• Excellent communication and interpersonal skills

• High attention to detail with strong organisational skills

• Proficient in Microsoft Office; experience with XPlan or Voyant would be an advantage

• A proactive, collaborative team player with a commitment to delivering excellent client outcomes

• Salary up to £35,000 (depending on experience)

• Fantastic benefits package

• Full exam support to progress your career

• Clear opportunities for development and progression within the team

• A supportive and professional working environment