My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team.
Key Responsibilities
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Provide end‑to‑end administrative support to one or two Financial Planners
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Prepare pre‑meeting packs, engagement letters and client documentation
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Maintain accurate client records and workflows using Intelligent Office
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Process new business, fund switches, cash management and platform transactions
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Monitor pipelines and proactively update planners on case progress
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Support Annual Reviews in collaboration with Financial Planners and review teams
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Liaise with product providers, platforms, paraplanners and third parties
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Conduct four‑eye checks and support quality control processes
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Complete AML checks, including client ID recording and electronic verification
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Generate client valuations and assist with invoicing
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Support trust administration and death claims where required
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Act as a subject‑matter expert in specific areas (e.g. trusts, DB pension transfers)
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Assist in mentoring and training trainee / apprentice FP administrators
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Handle client and provider phone queries professionally
Candidate Profile
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Ideally 4 years experience in a Financial Planning support or administration role
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Good all round knowledge of pension and investment products
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Excellent attention to detail and organisational skills
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Strong written and verbal communication skills
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Client‑focused, professional and collaborative approach
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Ability to manage multiple cases and deadlines in a regulated environment
In return my client offers a generous remuneration package, hybrid working (1-2 days from home), a friendly working environment and excellent benefits package
