Senior Financial Planning Administrator

Senior Financial Planning Administrator

Location: Chobham, office-based

We're working with a Financial Planning firm based in Surrey, who are looking to appoint a Senior Financial Planning Administrator to oversee their growing administration team of 4 people.

This is a fantastic opportunity for someone with experience in financial planning administration who is ready to take the next step in their career within a collaborative, high-performing business.

You'll play a key part in ensuring a smooth client servicing process, supporting Advisers, and maintaining the highest standards of client care.

Key Responsibilities:

• Overseeing the administration team (4 people)
• Supporting the advisers with diary management, client communication, client meeting pre and post prep, annual review prep
• Updating the CRM system with client information
• Work closely with Financial Advisers and Paraplanners to ensure excellent client outcomes
• New business submission and LOAs

Why Join?

You'll be part of a close-knit, knowledgeable team that works with high-net-worth individuals, delivering tailored financial advice. This is an opportunity to further your career in a supportive environment with the support of the Operations Director to provide you with tools and training.

Benefits:

• Free parking onsite
• Discretionary annual bonus
• 25 days holiday + bank holidays

Role Requirements

• Experience working in Financial Planning or Wealth Management in an Administrator position
• Strong understanding of financial products, particularly pensions and investments
• A proactive, solution-focused mindset
• Passion for client service and continuous improvement

Apply today and one of our consultants will be in touch to discuss the opportunity in more detail.