Full job descriptiongenerous bonus+ excellent benefits
Are you an experienced Wealth Management Administrator or Client Service professional in Wealth Management, looking for the next step in your career?
We’re working with a highly respected financial planning firm seeking a Senior Financial Administrator to play a key role in delivering outstanding support to advisers and clients across the financial planning journey.
This is more than just an administration role. You’ll be a trusted technical support specialist, managing complex client servicing activities, overseeing key processes, acting as a subject matter expert, and helping drive service excellence across the business.
Key responsibilities include:
Preparing client portfolio reports and meeting documentation
Reviewing client cash accounts and implementing new business
Maintaining accurate records using back-office systems, including Intelliflo
Taking ownership of key operational processes
Supporting workflow management, training and team development
Working closely with advisers, paraplanners and stakeholders to deliver exceptional client outcomes
We’re looking for: Previous experience within Wealth Management or Financial Planning
Strong knowledge of pensions, investments and client servicing processes
Excellent organisational and communication skills
Experience using Intelliflo would be highly advantageous
A proactive, solutions-focused approach with strong attention to detail
A fantastic opportunity for someone who enjoys taking ownership, adding value beyond day-to-day administration, and becoming a genuine go-to person within a growing financial planning environment.
Interested in finding out more? Let’s have a confidential conversation.