Quick Questions: Do you have experience supporting senior advisers or paraplanners in financial services as a Senior Financial Planning Administrator ?
Are you confident managing pensions, investments, protection, and cashflow administration?
Are you looking for a role in a respected financial services firm with flexible hybrid working as a Senior Financial Planning Administrator ?
Why Join Us? We offer a supportive, professional environment where your work as a Senior Financial Planning Administrator directly contributes to enhancing the client experience. Benefits include:
Competitive salary: £27k£33k
Pension scheme in line with Auto Enrolment regulations
25 days holiday + Bank Holidays + your birthday off if it falls on a weekday
Death in Service benefit: 4x salary
Private Health Insurance available after 12 months
Support for professional exams and study (repayment if leaving within 3 years)
Company-funded staff events to celebrate success
Onsite parking (£10/month)
Flexible hybrid working after 6 months
About the Company: Our firm is committed to delivering an exceptional client experience. As part of a small, close-knit team, you will support the CEO, advisers, and paraplanners to improve case turnaround times, streamline workflows, and enhance the service we deliver to clients.
The Role Senior Financial Planning Administrator: As a Senior Financial Planning Administrator, you will:
Provide administrative support to the CEO, advisers, and paraplanners, including meeting packs, post-meeting letters, and documentation
Manage fund switch paperwork, protection reports, trust forms, drawdown review bookings, and cashflow modelling input
Assist with client onboarding, holiday/absence cover, and other PA-type duties
Take ownership of ad-hoc projects and contribute to workflow improvements as a Senior Financial Planning Administrator
Skills & Experience Required: Proven experience as a Senior Financial Planning Administrator or in financial services administration
Strong technical knowledge of pensions, investments, tax planning, and protection products
Exceptional attention to detail and accuracy, with the ability to meet tight deadlines
Excellent communication and interpersonal skills
Proficiency in Microsoft Word, Excel, and PowerPoint
Proactive, adaptable, and capable of working independently while supporting the team as a Senior Financial Planning Administrator
Apply Today: Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. We may also suggest other suitable roles based on your experience.
Please note: Due to high application volumes, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.
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