Senior Financial Planning Administrator - Hybrid Working

Brevere Group; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A respected financial services firm in England is seeking a Senior Financial Services Administrator to provide exceptional support to Advisers and clients. Responsibilities include preparing reports, liaising with clients, and maintaining records. The ideal candidate has over 12 months' experience in a financial services admin role and possesses excellent organizational and communication skills. This position offers a competitive salary and opportunities for professional development.

Benefits

Competitive salary & benefits

Ongoing training and CPD support

Clear progression opportunities

Supportive professional environment

Qualifications

• 12+ months' experience in a financial services admin role.
• Knowledge of pensions, investments, and protection.
• Confident communicator with strong IT skills.

Responsibilities

• Preparing reports, valuations, and client documentation.
• Supporting Advisers before and after client meetings.
• Liaising with clients, providers, and third parties.

Skills

Organizational skills

IT skills

Communication

Job description

Overview

Looking to take the next step in your financial services career? We're recruiting for a Senior Financial Services Administrator to join a respected firm and provide first-class support to Advisers and clients.

What you'll be doing

• Preparing reports, valuations and client documentation
• Supporting Advisers before and after client meetings
• Liaising with clients, providers and third parties
• Maintaining accurate client and corporate records

What we're looking for

• 12+ months' experience in a financial services admin role
• Knowledge of pensions, investments and protection (trusts/tax a bonus)
• Excellent organisational skills and attention to detail
• Confident communicator with strong IT skill
• Some experience with suitability reports

What\'s on offer

• Competitive salary & benefits
• Ongoing training and CPD support
• Clear progression opportunities
• A supportive, professional team environment

Apply now to develop your career with a firm that values expertise, teamwork and client care.

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