Senior Financial Planning Administrator

Michael Page; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A professional services company in the UK is seeking a Senior Financial Planning Administrator. This role involves assisting consultants, managing client relationships, and supporting the business's financial planning processes. The ideal candidate will have a strong understanding of accounting principles, proficiency in financial software, and excellent communication skills. A competitive salary and benefits package are offered.

Benefits

Competitive salary

Comprehensive benefits package

Generous holiday allowance

Professional growth opportunities

Free onsite parking

Qualifications

• Experience in financial planning or wealth management is preferred.
• Ability to work independently and as part of a team.
• Strong verbal and written communication skills.

Responsibilities

• Work closely with consultants and anticipate their needs.
• Manage client communications to ensure accuracy.
• Assist in the new business process and ongoing client servicing.
• Coordinate with technical support for accurate planning.

Skills

Understanding of accounting and finance principles

Proficiency in financial software

Proficiency in Microsoft Excel

Attention to detail

Organizational skills

Communication skills

Problem-solving

Tools

Microsoft Office applications

Job description

Overview

I am supporting a professional services business with an exciting Senior Financial Planning Administrator role. This will be suited to someone with prior financial planning or wealth management experience looking for progression into a senior administration role in a structured and professional environment.

Client Details

This professional services business is a well-established medium-sized company with a strong presence in its field. It is known for its expertise in accounting and finance and has an excellent reputation for progression and development opportunities.

Description

The Senior Financial Planning Administrator duties will include but are not limited to:

• Work closely with consultants to enable them to focus on the delivery of advice to clients, and anticipating and supplying what they or the client may need
• Provide input where appropriate and when requested, and provide any training, direction and support for others where needed
• Be a point of contact for clients, colleagues and external links
• Help to manage the consultant diary to help ensure the most effective use of their time
• Communications with clients, as appropriate, ensure that they are accurate and are fit for purpose
• Deal with all aspects of the new business process and ongoing servicing of clients\' plans, liaising with colleagues in other service lines and product providers as appropriate
• Work closely with technical support to gather accurate information required for prepping / planning cases
• Proactively get involved and contribute ideas as part of continuous improvement
• Any other ad hoc duties

Profile

A successful Senior Financial Planning Administrator should have:

• A strong understanding of accounting and finance principles
• Proficiency in financial software and Microsoft Office applications, particularly Excel
• Excellent attention to detail and organisational skills
• The ability to work independently and as part of a team in a professional services environment
• Effective communication skills, both written and verbal
• A proactive approach to problem-solving and process improvement

Job Offer

• A competitive salary up to (phone number removed) (depending on experience)
• Comprehensive benefits package to support your well-being
• Generous holiday allowance
• Opportunities for professional growth and development within the accounting and finance department
• Free onsite parking in Northampton