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.