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.