Senior Financial Planner Support: Technical Lead & Mentor

Service Service; England; On-site; GBP 30,000 - 40,000; Full time

Job summary

A boutique advisory practice in East Suffolk is seeking a Senior Financial Planning Support Administrator to enhance their advisory team. In this role, you will provide advanced technical and administrative support, prepare complex client reports, and mentor junior staff. Ideal candidates have extensive experience in financial planning support and strong technical knowledge of financial products. The position offers a competitive salary, 25 days holiday, a pension scheme, 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

Free parking

Qualifications

• Extensive experience in a financial planning or IFA support role.
• 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 all work complies with FCA regulations and company standards.
• Support the training and development of junior staff.

Skills

Organizational skills

Analytical skills

Communication skills

Technical knowledge of financial products

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

A boutique advisory practice in East Suffolk is seeking a Senior Financial Planning Support Administrator to enhance their advisory team. In this role, you will provide advanced technical and administrative support, prepare complex client reports, and mentor junior staff. Ideal candidates have extensive experience in financial planning support and strong technical knowledge of financial products. The position offers a competitive salary, 25 days holiday, a pension scheme, and opportunities for professional development in a friendly environment.