Senior Financial Planning Administrator / PA
Location: Fully Remote / Home-Based (UK-wide, must live and be eligible to work in UK)
Salary: Up to £40,000 DOE
An exciting opportunity has arisen to join a newly established and ambitious Wealth Management business at the start of an exciting growth journey. Led by a highly experienced and respected Financial Planner with a strong existing client base and long-term growth plans, this role offers the chance to become a key part of a close-knit and highly professional team from an early stage.
We are seeking an experienced Senior Financial Planning Administrator / PA to provide high-level support to a specialist Adviser working predominantly with medical professionals including Doctors, Dentists and GPs.
This is a fully home-based role and can be located anywhere within the UK.
The Opportunity
* This is a pivotal role within the business, supporting the smooth day-to-day running of the practice while delivering an exceptional client experience. You will work closely with the Adviser, acting as a trusted support across client servicing, administration and operational activities.
* The successful candidate will be highly organised, proactive and confident working within a fast-paced Financial Planning environment.
Key Responsibilities
* Provide comprehensive administrative and PA support to the Adviser
* Prepare client documentation including quotations, illustrations, valuations and reports
* Process new business accurately and efficiently in line with compliance and service standards
* Liaise with clients, providers and third parties in a professional and timely manner
* Manage ongoing client servicing and review processes
* Maintain accurate records using CRM systems and internal platforms
* Support the delivery of a first-class client journey and ongoing relationship management
* Handle sensitive client information with professionalism and discretion
To be considered for this role, candidates must have:
* Previous experience within a Financial Planning / Wealth Management environment
* Experience supporting a Financial Adviser who specialises in the Medical Sector, including working with Doctors, Dentists and GPs
* Strong knowledge and understanding of NHS Pensions and dealing with NHSBSA
* Previous experience working within the St. James’s Place environment, with knowledge of SJP systems and processes highly desirable
* Excellent organisational skills with strong attention to detail
* The ability to manage multiple priorities and work independently from home
* Strong communication and interpersonal skills
* A professional, client-focused approach at all times
Why Apply?
* Join a growing and highly ambitious Wealth Management business at an exciting stage of development
* Work closely with an experienced and successful Financial Planner with a loyal client base
* Fully remote role offering excellent flexibility
* Opportunity to play a key role in shaping the future success of the business
* Supportive, professional and relationship-driven culture
How to Apply
If you have the relevant experience within Financial Planning and specialist knowledge supporting clients within the Medical sector, we would love to hear from you.