I am supporting a professional services business with an exciting Senior Financial Planning Administrator role. This will be suited to someone with prior financial planning or wealth management experience looking for progression into a senior administration role in a structured and professional environment.
Client Details
This professional services business is a well-established medium-sized company with a strong presence in its field. It is known for its expertise in accounting and finance and has an excellent reputation for progression and development opportunities.
Description
The Senior Financial Planning Administrator duties will include but are not limited to:
Work closely with consultants to enable them to focus on the delivery of advice to clients, and anticipating and supplying what they or the client may need
Provide input where appropriate and when requested, and provide any training, direction and support for others where needed
Be a point of contact for clients, colleagues and external links
Help to manage the consultant diary to help ensure the most effective use of their time
Communications with clients, as appropriate, ensure that they are accurate and are fit for purpose
Deal with all aspects of the new business process and ongoing servicing of clients' plans, liaising with colleagues in other service lines and product providers as appropriate
Work closely with technical support to gather accurate information required for prepping / planning cases
Proactively get involved and contribute ideas as part of continuous improvement
Any other ad hoc dutiesProfile
A successful Senior Financial Planning Administrator should have:
A strong understanding of accounting and finance principles
Proficiency in financial software and Microsoft Office applications, particularly Excel
Excellent attention to detail and organisational skills
The ability to work independently and as part of a team in a professional services environment
Effective communication skills, both written and verbal
A proactive approach to problem-solving and process improvementJob Offer
A competitive salary up to £(phone number removed) (depending on experience)
Comprehensive benefits package to support your well-being
Generous holiday allowance
Opportunities for professional growth and development within the accounting and finance department
Free onsite parking in Northampton