Senior Financial Planning Administrator

5 days ago

Birmingham, United Kingdom mbf Full time

Senior Financial Planning Administrator Full Time, Permanent Negotiable depending on experience - (£35K+) approximately, plus excellent benefits and bonus - contact us to discuss Office based - potential for some flexibility I’m working with a well-established UK wealth management business that’s looking for a confident and organised Senior Financial Planning Administrator. If you enjoy being the person who keeps everything running smoothly, supports advisers and builds great relationships with clients, this role could be a perfect fit. The Role You’ll be a key support for the Wealth Planners, handling everything from client onboarding and meeting preparation to follow-up actions and general administration. You’ll take ownership of keeping client records accurate, coordinating with internal teams and ensuring clients always feel well looked after. It’s a role that suits someone who enjoys variety, takes pride in doing things properly and likes to be part of a collaborative, friendly team. You’ll also help guide newer team members and contribute to making processes more efficient along the way. What You’ll Be Doing Preparing documents, reports and meeting packs Managing client data and onboarding requirements Handling general client queries and correspondence Coordinating with paraplanning, client services and providers Supporting planners with diary management and post-meeting tasks Preparing application forms and letters of authority Sharing knowledge with junior team members and supporting team improvements What You’ll Bring Experience in financial or wealth planning administration Strong understanding of financial planning processes Excellent communication skills High accuracy, numeracy and attention to detail Good working knowledge of Microsoft Office Experience with XPlan or Voyant is helpful but not essential A proactive, team-focused approach Benefits The firm offers a well-rounded benefits package that includes pension support, healthcare options, insurance cover, enhanced family leave, wellbeing initiatives and a range of lifestyle perks. You’ll also have access to flexible schemes and additional employee support programmes. This is a fantastic opportunity to take on a varied and rewarding role within a supportive, professional team where your contribution genuinely matters.

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