Senior Financial Planner Support: Technical Lead & Mentor

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

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.