Senior Financial Planning Administrator

2 weeks ago


Weybridge, United Kingdom Blakemore Recruitment Full time

We are currently recruting for a Financial Planning practice who have offices in London and Weybridge. They are looking for a Senior Financial Planning Administrator to join their team.

**Purpose of Role**

To provide exceptional quality technical and general administrative support to the Private Client Director of a small and busy team. This is a demanding role assisting the Private Client Director in delivering an outstanding holistic financial planning serviceto new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Senior IFA Administrator who enjoys working autonomously in a driven and high-performing client team.

**About the company**

They are a boutique wealth planner, asset manager and employee benefits specialist. They are independent, this allows them to provide objective advice that is aligned to a client’s best interests, delivered by teams steeped in financial services knowledgeand experience. They have built the Company on integrity and trust, because doing what is right for their clients is best for their business.

They have been awarded Corporate Chartered status by the Chartered Insurance Institute - the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing serviceand support of the highest quality.

They are passionate about equal opportunities and diversity within the industry and have worked hard to develop a fantastic people-led culture. We are proud winners of the 2019 and 2021 Best Financial Advisers to Work for award and eagerly await the resultsof the 2023 survey.

**Experience and Qualifications**
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.

**Location**: Weybridge (1-2 days per week long-term; more during initial training/induction) with hybrid
working flexibility.

**Salary**: expected to be in the range of £35 - £40K dependant on experience. Full benefits are also
provided, including a discretionary bonus scheme.



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