Lead Financial Planner Support

Service Service; England; On-site; GBP 25,000 - 35,000; Full time

Job summary

A boutique financial advice firm in East Suffolk is seeking an experienced Financial Planning Administrator to support their advisers. The role involves providing administrative support, preparing documentation, and ensuring compliance. The ideal candidate will have experience in financial services administration, strong organizational skills, and be willing to work towards industry qualifications. Benefits include competitive salary, holiday allowance, pension scheme, and professional development opportunities.

Benefits

Competitive salary and benefits package

25 days holiday plus bank holidays

Pension scheme

Professional development opportunities

A supportive and friendly working environment

Great office location with free parking

Qualifications

• Previous experience in a financial services administration role.
• Strong organisational and communication skills.
• Experience of using Intelligent Office.
• Good knowledge of Microsoft Office and typical IFA research systems.
• A keen eye for detail and accuracy.
• Willingness to work towards industry qualifications (CII desirable but not essential).

Responsibilities

• Provide day-to-day administrative and client support to advisers.
• Prepare client reports, valuations, and review packs.
• Submit and track applications with providers, ensuring timely processing.
• Maintain client records in line with FCA regulations and GDPR.
• Liaise with clients, product providers, and colleagues to deliver an efficient service.
• Assist with ensuring compliance and regulatory documentation is accurate and up to date.

Skills

Organisational skills

Communication skills

Attention to detail

Client servicing

Education

Industry qualifications (CII desirable)

Tools

Intelligent Office

Microsoft Office

Job description

My client is a boutique advice practice based in the East of Suffolk.

My client is currently looking for an experienced Financial Planning administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team.

You will join my clients already experienced team of administrators, supporting the businesses team of four advisers in this position focused on administrative support.

The Role:

As a Lead Financial Planner Support, you will play a pivotal role in assisting my clients advisers with client servicing, administrative processes, and preparation of key documentation. This role offers the opportunity to build on your knowledge of financial services while supporting clients and advisers across a wide range of products and platforms.

Key Responsibilities:

• Provide day-to-day administrative and client support to advisers
• Prepare client reports, valuations, and review packs
• Submit and track applications with providers, ensuring timely processing
• Maintain client records in line with FCA regulations and GDPR
• Liaise with clients, product providers, and colleagues to deliver an efficient service
• Assist with ensuring compliance and regulatory documentation is accurate and up to date

Requirements:

• Previous experience in a financial services administration role
• Strong organisational and communication skills
• Experience of using Intelligent Office
• Good knowledge of Microsoft Office and typical IFA research systems
• A keen eye for detail and accuracy
• Willingness to work towards industry qualifications (CII desirable but not essential)

What my client offers:

• Competitive salary and benefits package
• 25 days holiday plus bank holidays
• Pension scheme
• Professional development opportunities, with study support where relevant
• A supportive and friendly working environment
• A great office location, with free parking