Senior Administrator

An established independent Chartered Financial Planning practice is looking to appoint an experienced Senior Financial Planning Administrator to join its close-knit team.

The business has built an outstanding reputation by delivering genuinely holistic financial planning, taking the time to understand each client's goals, ambitions and circumstances. Rather than focusing on products, the advisers provide highly personalised, consultative advice that helps clients make confident financial decisions throughout their lives.

With a stable team, excellent staff retention and a collaborative culture, this is an opportunity to join a business that values quality over volume and believes exceptional client outcomes begin with exceptional people.

The Role

Working alongside Chartered Financial Planners, you'll play a key role in delivering an outstanding client experience by managing the administrative aspects of the financial planning process.

This role is ideal for an experienced Financial Planning Administrator who enjoys the technical side of financial services administration and takes pride in producing accurate, high-quality work. You'll become a trusted point of contact for clients, supporting advisers while helping to deliver a seamless and professional service.

Key Responsibilities

\n
• Provide senior administrative support to Chartered Financial Planners and the wider client services team.
\n
• Produce clear, accurate and personalised post-review meeting letters.
\n
• Build strong relationships with clients, acting as a key point of contact and delivering exceptional service.
\n
• Process client instructions including investments, withdrawals, deposits and trading requests.
\n
• Prepare new business applications and supporting documentation.
\n
• Liaise with providers to obtain information and respond to client enquiries.
\n
• Maintain accurate client records and workflows using Xplan.
\n
• Assist with client onboarding and ongoing administration.
\n
• Support the administration of deceased client cases.
\n
• Manage adviser email inboxes when required.
\n
• Ensure all work is completed in line with FCA regulations and internal procedures.
\n

Requirements

\n
• Previous experience within Financial Planning or Wealth Management administration.
\n
• Experience supporting Financial Advisers throughout the financial planning process.
\n
• Strong knowledge of pensions, investments and financial planning administration.
\n
• Experience using Xplan or a similar back-office CRM system.
\n
• Excellent written communication and attention to detail.
\n
• Strong organisational and prioritisation skills.
\n
• Customer-focused with a professional and compassionate approach.
\n
• CII qualifications (or currently working towards them) would be advantageous.
\n

If this role isn't quite right, it's still worth speaking with one of our specialist consultants—we're often working on opportunities before they reach the market.

Benefits

\n
• 23 days' annual leave plus Bank Holidays
\n
• Additional day off for your birthday
\n
• Annual discretionary bonus
\n
• Company pension
\n
• Hybrid working (1-2 days per week following successful completion of the initial training period)
\n
• Free on-site parking
\n
• Team away days
\n