Senior Financial Planning Administrator

2 weeks ago


Oadby, Leicestershire, United Kingdom Brevere Group Full time

Are you an experienced wealth administrator, looking for a new senior role in a dynamic and supportive environment?


Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Directors.


Duties for this role will include:

  • To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction
  • To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements
  • To carry out various research activities to assist in the advice process with clients.

You will have:

  • Experience in pensions and/or investments administration
  • Extensive product knowledge
  • Excellent organisational skills
  • Knowledge and experience of using computers and a variety of general software packages


This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients.

In return, you will receive a generous basic package andthe support to develop your skills and further your career.

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