Senior Financial Planning Administrator
other jobs Recruit UK
Added before 6 Days
- England,South East,Hampshire
- full-time
- £30,000 per annum, negotiable
Job Description:
Location: Alton
Salary: Up to £30,000 (Negotiable)
Industry: Financial Services
Reference Number: 9451
An exciting opportunity has arisen for an experienced Senior Financial Planning Administrator to join a growing team in Alton. This role is perfect for someone who excels at providing high-quality administrative support to financial advisers, liaising with providers and ensuring exceptional client service for high-net-worth individuals.
As a senior member of the team, you’ll handle complex cases, support junior staff, and contribute to process improvements while ensuring compliance with internal procedures and service level agreements.
Key Responsibilities:
*Provide administrative support, including managing client files, responding to queries, and preparing valuations and recommendation reports.
*Process new and existing business, including GIA/ISA/Pensions and more complex Bonds/Trusts, ensuring accuracy and timely execution.
*Liaise with advisers, clients, providers, and third parties to maintain compliance and service quality standards.
*Mentor and support team members, handle training needs, and assist in resolving complex queries or workloads.
*Contribute to process improvements, project work, and implementing procedural changes for efficiency.
*Support management by overseeing team workloads, resolving issues, and deputising during absences.
What’s in it for you?
*Salary up to £30,000 (negotiable based on experience).
*Opportunities for professional growth and career progression.
*Collaborative and supportive team environment.
Skills and Experience Required:
*Previous experience as an IFA Administrator or Financial Planning Administrator (essential).
*Strong organisational and time-management skills with exceptional attention to detail.
*Proficiency in Microsoft Office (Word, Excel, Outlook) and Intelligent Office (desirable).
*Excellent written and verbal communication skills.
*Ability to manage workloads independently while collaborating effectively with the team.
This role offers a fantastic pathway to advance your career in financial services within a supportive and professional environment.
Salary: Up to £30,000 (Negotiable)
Industry: Financial Services
Reference Number: 9451
An exciting opportunity has arisen for an experienced Senior Financial Planning Administrator to join a growing team in Alton. This role is perfect for someone who excels at providing high-quality administrative support to financial advisers, liaising with providers and ensuring exceptional client service for high-net-worth individuals.
As a senior member of the team, you’ll handle complex cases, support junior staff, and contribute to process improvements while ensuring compliance with internal procedures and service level agreements.
Key Responsibilities:
*Provide administrative support, including managing client files, responding to queries, and preparing valuations and recommendation reports.
*Process new and existing business, including GIA/ISA/Pensions and more complex Bonds/Trusts, ensuring accuracy and timely execution.
*Liaise with advisers, clients, providers, and third parties to maintain compliance and service quality standards.
*Mentor and support team members, handle training needs, and assist in resolving complex queries or workloads.
*Contribute to process improvements, project work, and implementing procedural changes for efficiency.
*Support management by overseeing team workloads, resolving issues, and deputising during absences.
What’s in it for you?
*Salary up to £30,000 (negotiable based on experience).
*Opportunities for professional growth and career progression.
*Collaborative and supportive team environment.
Skills and Experience Required:
*Previous experience as an IFA Administrator or Financial Planning Administrator (essential).
*Strong organisational and time-management skills with exceptional attention to detail.
*Proficiency in Microsoft Office (Word, Excel, Outlook) and Intelligent Office (desirable).
*Excellent written and verbal communication skills.
*Ability to manage workloads independently while collaborating effectively with the team.
This role offers a fantastic pathway to advance your career in financial services within a supportive and professional environment.
Job number 1811977
metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...