Senior Financial Planning Administrator

Michael Page (UK); Northampton; On-site; GBP 32,000 - 35,000; Full time

Job summary

A professional services company in Northampton is seeking a Senior Financial Planning Administrator to facilitate the support for consultants, manage client interactions, and ensure accurate communication. The ideal candidate has a robust understanding of accounting principles, proficiency in financial software, and excellent organizational skills. Competitive salary up to £35,000 with generous benefits and opportunities for professional development.

Benefits

Competitive salary

Comprehensive benefits package

Generous holiday allowance

Opportunities for professional growth

Free onsite parking

Qualifications

• Strong understanding of accounting and finance principles.
• Proficiency in financial software and Microsoft Office applications.
• Excellent attention to detail and organizational skills.
• Ability to work independently and in a team.
• Effective written and verbal communication skills.
• Proactive approach to problem-solving.

Responsibilities

• Support consultants in client advisory work.
• Train and provide direction to team members.
• Act as a contact point for clients and colleagues.
• Manage consultant diary for effective time use.
• Ensure accurate communications with clients.
• Handle new business processes and client servicing.
• Work with technical support for planning cases.
• Contribute to continuous improvement efforts.

Skills

Understanding of accounting and finance principles

Proficiency in financial software & Microsoft Office

Attention to detail

Organizational skills

Effective communication skills

Proactive problem-solving

Job description

Overview

• Fantastic opportunity within a growing business
• Study support and progression

About Our Client

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.

Job 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

The Successful Applicant

The Successful Applicant 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

What\'s on Offer

• A competitive salary up to £32,000-35,000 (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