Senior 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 Senior Financial Planning Support Administrator. This role involves providing advanced administrative support, preparing client reports, conducting product research, and managing client relationships. The ideal candidate will have extensive experience in financial planning support and strong technical knowledge of financial products. The company offers a competitive salary, 25 days of holiday, pension scheme, and professional development opportunities in a supportive 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.
• Strong technical knowledge of financial products, platforms, and providers.
• Ability to work independently and take initiative.

Responsibilities

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

Skills

Technical knowledge of financial products

Organisational skills

Analytical skills

Communication skills

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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 clients already experienced team of administrators, supporting them and the businesses 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 clients 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.

  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.