Lead Financial Planner Support & Admin Specialist

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

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.