Senior Financial Planning Administrator

Job description

Profile: If you’re an experienced Financial Planning Assistant who thrives in a fast‑paced, client‑focused environment, this role gives you the chance to step up as both a trusted partner to a Financial Planner and a mentor within the wider team. You’ll play a central role in ensuring exceptional client service, smooth operational delivery, and the ongoing development of FP Assistants across the business. From managing workflows and onboarding new team members to supporting complex client cases and acting as a subject‑matter expert, this is a role where your organisational strength, technical knowledge, and leadership skills truly shine. What You’ll Be Responsible For: - Workflow & Operations Management - Oversee team workflows, ensure tasks are updated and monitored in Intelligent Office, and maintain smooth day‑to‑day operations. - Client Meeting Preparation - Prepare pre‑meeting packs, engagement letters, valuations, and documentation for new and existing clients. - Platform & Provider Administration - Submit and process new business, manage cash movements, complete fund switches, and obtain product information and valuations from provider platforms. - Compliance & Quality Assur...