Chobham
Senior Financial Planning Administrator
Location: Chobham, office-based
We’re working with a Financial Planning firm based in Surrey, who are looking to appoint a Senior Financial Planning Administrator to oversee their growing administration team of 4 people.
This is a fantastic opportunity for someone with experience in financial planning administration, who is ready to take the next step in their career within a collaborative, high-performing business.
You’ll play a key part in ensuring a smooth client servicing process, supporting Advisers, and maintaining the highest standards of client care.
Key Responsibilities:
- Overseeing the administration team (4 people)
- Supporting the advisers with diary management, client communication, client meeting pre and post prep, annual review prep
- Updating the CRM system with client information
- Work closely with Financial Advisers and Paraplanners to ensure excellent client outcomes
- New business submission and LOAs
Why Join?
You’ll be part of a close-knit, knowledgeable team that works with high-net-worth individuals, delivering tailored financial advice. This is an opportunity to further your career in a supportive environment with the support of the Operations Director to provide you with tools and training.
Benefits:
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Free parking onsite
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Discretionary annual bonus
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25 days holiday + bank holidays
Role Requirements
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Experience working in Financial Planning or Wealth Management in an Administrator position
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Strong understanding of financial products, particularly pensions and investments
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A proactive, solution-focused mindset
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Passion for client service and continuous improvement
Ready to take the next step in your career?
Apply today and one of our consultants will be in touch to discuss the opportunity in more detail.