Lead Financial Planner Support

Service Service; Lowestoft; On-site; GBP 60,000 - 80,000; Full time

Job summary

A boutique advice practice in Lowestoft is seeking an experienced Financial Planning Administrator to join their growing team. The successful candidate will provide vital administrative support to advisers, prepare client documentation, and maintain compliance records. Offering a competitive salary, 25 days holiday, and professional development opportunities, this role is ideal for those looking to advance in the financial services sector.

Benefits

25 days holiday plus bank holidays

Pension scheme

Professional development opportunities

Qualifications

• Previous experience in a financial services administration role.
• Strong organisational and communication skills.
• Experience of using Intelligent Office and good knowledge of Microsoft Office.

Responsibilities

• Provide day-to-day administrative and client support to advisers.
• Prepare client reports, valuations, and review packs.
• Maintain client records in line with FCA regulations and GDPR.

Skills

Organisational skills

Communication skills

Attention to detail

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