Senior Financial Planner Support

Service Service; Lowestoft; On-site; GBP 35,000 - 45,000; Full time

Job summary

A boutique financial advice practice in Lowestoft is seeking a Senior Financial Planning Support Administrator to provide technical and administrative support to advisers. The successful candidate will manage client cases, mentor junior staff, and ensure compliance with regulations. The role offers a competitive salary, benefits package, and opportunities for professional development in a friendly environment.

Benefits

Competitive salary and benefits package

25 days holiday plus bank holidays

Pension scheme

Professional development opportunities

Supportive working environment with free parking

Qualifications

• Extensive experience in a financial planning or IFA support role.
• Experience of using Intelligent Office.
• CII Level 4 Diploma in Regulated Financial Planning (desirable).
• Strong technical knowledge of financial products, platforms, and providers.
• Excellent organisational, analytical, and communication skills.
• Ability to work independently and take initiative.
• Experience mentoring or supporting the development of colleagues.

Responsibilities

• Provide advanced technical and administrative support to financial planners.
• Prepare complex client reports and suitability letters.
• Conduct product and platform research.
• Manage relationships with clients and providers at a senior level.
• Ensure all work complies with FCA regulations and company standards.
• Support the training and development of junior and lead support staff.

Skills

Extensive experience in a financial planning or IFA support role

Strong technical knowledge of financial products, platforms, and providers

Excellent organisational, analytical, and communication skills

Ability to work independently and take initiative

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

Overview

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

My client is currently looking for an experienced Senior Financial Planning Support 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 client’s already experienced team of administrators, supporting them and the business’s team of four advisers in this position focused on administrative support.

The Role

The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my client’s advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members.

Key Responsibilities

• You will provide advanced technical and administrative support to financial planners.
• You will prepare complex client reports and suitability letters.
• You will conduct product and platform research, offering technical input for client recommendations.
• You will manage relationships with clients and providers at a senior level.
• You will ensure all work complies with FCA regulations and company standards.
• You will support the training and development of junior and lead support staff.

Requirements

• Extensive experience in a financial planning or IFA support role.
• Experience of using Intelligent Office.
• CII Level 4 Diploma in Regulated Financial Planning (desirable).
• Strong technical knowledge of financial products, platforms, and providers.
• Excellent organisational, analytical, and communication skills.
• Ability to work independently and take initiative.
• Experience mentoring or supporting the development of colleagues.

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, in a good location, with free parking.