Senior Financial Planning Administrator

ZipRecruiter; Nottingham; On-site; GBP 28,000 - 32,000; Full time

Job summary

An established industry player is seeking a Senior Financial Planning Administrator to enhance their team in Nottingham. This pivotal role involves managing client cases, supporting paraplanners, and ensuring compliance with high service standards. The ideal candidate will bring strong administrative skills and previous experience in financial services, particularly within an IFA firm. Join a company that values its staff and offers long-term career progression in a supportive environment. If you're proactive and dedicated, this opportunity is perfect for you!

Qualifications

• Strong administrative skills with experience in financial services.
• Ability to manage administration workflows and client interactions.

Responsibilities

• Liaising with clients and providers to manage ongoing cases.
• Assisting in the preparation of suitability reports and financial recommendations.
• Processing fund switches and ensuring compliance with deadlines.

Skills

Administrative Skills

Financial Services Experience

Client Liaison

Attention to Detail

Pension Management

Job description

Job Description

Senior Financial Planning AdministratorLocation: Nottingham (Onsite Parking Available)Hours: Monday to Friday, 9:00 AM - 5:00 PMSalary: £28,000 - £32,000

We are working with a Nottingham IFA that is looking to recruit a Senior Financial Planning Administrator with strong administrative skills to support their paraplanning and advice teams. This role requires someone with previous Financial Services experience to manage administration workflows and be first point of contact for clients. As a Senior Financial Planning Administrator, you will play a key role in ensuring the smooth running of client cases and supporting the advisory process.

Key Responsibilities

• Liaising with clients and providers to manage ongoing cases and processes.• Assisting in the preparation of suitability reports and financial recommendations alongside paraplanners.• Managing group pensions and protection schemes with a high level of attention to detail as part of the Senior Financial Planning Administrator responsibilities.• Processing fund switches, contributions, withdrawals, and Letters of Authority (LOAs).• Ensuring compliance with deadlines and service standards, reflecting the high standards expected of a Senior Financial Planning Administrator.

Key Skills & Experience Required

• Experience with group pensions.• Previous experience working within an IFA firm, ideally in a Senior Financial Planning Administrator capacity.

If you are a dedicated and proactive individual looking to join a company that genuinely values its staff and offers long-term progression, apply today for the Senior Financial Planning Administrator role!