Lead Financial Planner Support

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

Job summary

A boutique financial advisory firm in Lowestoft is seeking an experienced Financial Planning Administrator. This role involves providing vital administrative support to a team of financial advisers, ensuring compliance with regulations, and preparing client documentation. Ideal candidates will have strong organisational skills, experience in financial services, and familiarity with Intelligent Office. The firm offers a supportive work environment, competitive salary, and professional development opportunities.

Benefits

Competitive salary and benefits package

25 days holiday plus bank holidays

Pension scheme

Professional development opportunities

Free parking

Qualifications

• Experience in a financial services administration role is essential.
• Strong organisational and communication skills are required.
• Willingness to work towards industry qualifications is desirable.

Responsibilities

• Provide day-to-day administrative and client support to advisers.
• Prepare client reports and valuations.
• Maintain client records in compliance with regulations.

Skills

Organisational skills

Communication skills

Attention to detail

Experience with Intelligent Office

Familiarity with Microsoft Office

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