Senior Financial Planner Support

Service Service Employment Agency Limited; Bury St Edmunds; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading advice firm based in Bury St Edmunds is seeking a Senior Financial Planning Administrator to support Financial Planners and Directors. The role entails coaching team members, managing client records, and ensuring high-quality service delivery, along with comprehensive benefits and a commitment to career progression.

Benefits

29 days holiday plus office closure between Christmas and New Year, plus birthday off

5% pension contribution, flexible and hybrid working options

Profit sharing, social events, free parking, drinks and fruit

Length of service recognition, discounted legal services, life cover

Support for professional qualifications

Qualifications

• Experience in providing accurate financial administrative support.
• Strong understanding of systems and processes.
• Proven ability to develop others and handle complex queries.

Responsibilities

• Provide senior-level support to Financial Planners and Directors.
• Coach team members and maintain client records.
• Generate documents for client review packs and assist with issues.

Skills

Attention to detail

Communication

Leadership

Analytical skills

Planning and organization

Negotiation

Education

Diploma qualified or equivalent experience

Relevant management or training qualifications

Job description

My client is an award-winning advice firm with offices in Norfolk and Suffolk, established for over 35 years. Their Bury St. Edmunds-based team is seeking a Senior Financial Planning Administrator to join their successful administration team. The role offers a market-leading salary, comprehensive benefits, and opportunities for career progression, with support for professional development and exam costs, although progression is not mandatory for all candidates.

Purpose of the role

To provide senior-level support to Financial Planners and Directors, ensuring clients receive high-quality service. The role involves coaching team members, maintaining accurate client records, and following internal systems and processes consistently.

Key responsibilities

• Generate and compile documents for client review packs and check packs.
• Deliver proactive support to Financial Planners and Directors, assisting with urgent and technical issues.
• Ensure clarity and accuracy in client correspondence, including policy analysis and liaising with providers.
• Maintain communication with team members about progress, escalating issues as needed.
• Hold weekly review meetings with Financial Planners.
• Support client meetings by presenting relevant information.
• Conduct pre- and post-meetings reviews, delegating tasks appropriately.
• Coach and develop junior team members.
• Assist with complex product understanding and procedure development.
• Work with platforms and providers to manage client holdings, authorising and checking inputs.
• Generate suitability letters and support team learning activities.
• Manage client instructions and undertake project activities to streamline processes.
• Ensure compliance with legislation and liaise with the Compliance Manager.

Personal Specification

• Diploma qualified or equivalent experience.
• Relevant management or training qualifications.
• Strong understanding of systems and processes.
• Experience in providing accurate financial administrative support.
• Proven ability to develop others and handle complex queries.
• Knowledge of pensions and investments.
• Attention to detail, computer literacy, analytical skills.
• Excellent planning, time management, and organizational skills.
• Strong communication, leadership, coaching, and mentoring abilities.
• Ability to work proactively, independently, and as part of a team.
• Effective report writing, presentation skills, and decision-making capabilities.
• Adaptability, negotiation skills, professionalism, and integrity.
• Curiosity, willingness to learn, and commercial awareness.

Benefits

• 29 days holiday plus office closure between Christmas and New Year, plus your birthday off.
• 5% pension contribution, flexible and hybrid working options.
• Profit sharing, social events, free parking, drinks and fruit, cycle-to-work scheme.
• Length of service recognition, discounted legal services, life cover, income protection, healthcare cash plan, private healthcare.
• Support for professional qualifications.