Senior Financial Planning Administrator
Salary: Up to £35,000 (DOE)
Location: Harrogate (up to 50% WFH after probation)
Hours: Mon-Fri, 9am-5pm
Full-time, Permanent Position
Do you want to be a part of a well-established, forward-thinking financial planning company? Are you passionate about delivering high-quality administrative support in a financial environment? We are looking for a proactive and detail-oriented individual to join our client's team. The successful candidate will support three consultants and manage a portfolio of high-net-worth client files, ensuring compliance and exceptional service.
The Key Responsibilities of the Senior Financial Planning Administrator:
* Act as the first point of contact between consultants, clients, and product providers.
* Prepare meeting packs and ensure client files remain compliant at all times.
* Produce and check valuations using Xplan and Excel.
* Process new business and execute trades across various platforms.
* Maintain an efficient diary system to manage client and provider queries.
* Manage client cash accounts to meet income needs within product structures.
* Obtain quotes from providers and issue suitability reports with supporting documentation.
* Maintain accurate records on Xplan and the SEI portal.
* Communicate with clients and providers via email, phone, and written correspondence.
* Refer any advice-related matters to the appropriate consultant.
The Key Requirements of the Senior Financial Planning Administrator:
* Experience using Xplan is desirable
* Previous Experience in a similar position is essential
* Proficiency in Microsoft Excel (including spreadsheet creation and formulas), Word, Outlook, and FE Analytics.
* Strong knowledge of financial products and compliance regulations.
* Excellent client liaison skills-comfortable communicating with clients daily.
* Familiarity with SEI (WPOIMs discretionary trading platform) is preferred but not essential (training provided).
Key Personal Competencies:
* Ability to work independently and take initiative.
* Strong organisational and prioritisation skills.
* Excellent written and verbal communication.
* High attention to detail and accuracy.
* Strong interpersonal and relationship management skills.
* Customer-focused and a collaborative team player.
* Effective problem-solving abilities.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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