Financial Planning Administrator
Posted on Jun 26, 2026 by CV-Library
Exeter, Devon, United Kingdom
Accountancy
Immediate Start
£30k - £35k Annual
Full-Time
My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team.
Key Responsibilities
* Provide end‑to‑end administrative support to one or two Financial Planners
* Prepare pre‑meeting packs, engagement letters and client documentation
* Maintain accurate client records and workflows using Intelligent Office
* Process new business, fund switches, cash management and platform transactions
* Monitor pipelines and proactively update planners on case progress
* Support Annual Reviews in collaboration with Financial Planners and review teams
* Liaise with product providers, platforms, paraplanners and third parties
* Conduct four‑eye checks and support quality control processes
* Complete AML checks, including client ID recording and electronic verification
* Generate client valuations and assist with invoicing
* Support trust administration and death claims where required
* Act as a subject‑matter expert in specific areas (e.g. trusts, DB pension transfers)
* Assist in mentoring and training trainee / apprentice FP administrators
* Handle client and provider phone queries professionally
Candidate Profile
* Ideally 4 years experience in a Financial Planning support or administration role
* Good all round knowledge of pension and investment products
* Excellent attention to detail and organisational skills
* Strong written and verbal communication skills
* Client‑focused, professional and collaborative approach
* Ability to manage multiple cases and deadlines in a regulated environment
In return my client offers a generous remuneration package, hybrid working (1-2 days from home), a friendly working environment and excellent benefits package
Key Responsibilities
* Provide end‑to‑end administrative support to one or two Financial Planners
* Prepare pre‑meeting packs, engagement letters and client documentation
* Maintain accurate client records and workflows using Intelligent Office
* Process new business, fund switches, cash management and platform transactions
* Monitor pipelines and proactively update planners on case progress
* Support Annual Reviews in collaboration with Financial Planners and review teams
* Liaise with product providers, platforms, paraplanners and third parties
* Conduct four‑eye checks and support quality control processes
* Complete AML checks, including client ID recording and electronic verification
* Generate client valuations and assist with invoicing
* Support trust administration and death claims where required
* Act as a subject‑matter expert in specific areas (e.g. trusts, DB pension transfers)
* Assist in mentoring and training trainee / apprentice FP administrators
* Handle client and provider phone queries professionally
Candidate Profile
* Ideally 4 years experience in a Financial Planning support or administration role
* Good all round knowledge of pension and investment products
* Excellent attention to detail and organisational skills
* Strong written and verbal communication skills
* Client‑focused, professional and collaborative approach
* Ability to manage multiple cases and deadlines in a regulated environment
In return my client offers a generous remuneration package, hybrid working (1-2 days from home), a friendly working environment and excellent benefits package
Reference: 225038394
https://jobs.careeraddict.com/post/113466226
Financial Planning Administrator
Posted on Jun 26, 2026 by CV-Library
Exeter, Devon, United Kingdom
Accountancy
Immediate Start
£30k - £35k Annual
Full-Time
My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team.
Key Responsibilities
* Provide end‑to‑end administrative support to one or two Financial Planners
* Prepare pre‑meeting packs, engagement letters and client documentation
* Maintain accurate client records and workflows using Intelligent Office
* Process new business, fund switches, cash management and platform transactions
* Monitor pipelines and proactively update planners on case progress
* Support Annual Reviews in collaboration with Financial Planners and review teams
* Liaise with product providers, platforms, paraplanners and third parties
* Conduct four‑eye checks and support quality control processes
* Complete AML checks, including client ID recording and electronic verification
* Generate client valuations and assist with invoicing
* Support trust administration and death claims where required
* Act as a subject‑matter expert in specific areas (e.g. trusts, DB pension transfers)
* Assist in mentoring and training trainee / apprentice FP administrators
* Handle client and provider phone queries professionally
Candidate Profile
* Ideally 4 years experience in a Financial Planning support or administration role
* Good all round knowledge of pension and investment products
* Excellent attention to detail and organisational skills
* Strong written and verbal communication skills
* Client‑focused, professional and collaborative approach
* Ability to manage multiple cases and deadlines in a regulated environment
In return my client offers a generous remuneration package, hybrid working (1-2 days from home), a friendly working environment and excellent benefits package
Key Responsibilities
* Provide end‑to‑end administrative support to one or two Financial Planners
* Prepare pre‑meeting packs, engagement letters and client documentation
* Maintain accurate client records and workflows using Intelligent Office
* Process new business, fund switches, cash management and platform transactions
* Monitor pipelines and proactively update planners on case progress
* Support Annual Reviews in collaboration with Financial Planners and review teams
* Liaise with product providers, platforms, paraplanners and third parties
* Conduct four‑eye checks and support quality control processes
* Complete AML checks, including client ID recording and electronic verification
* Generate client valuations and assist with invoicing
* Support trust administration and death claims where required
* Act as a subject‑matter expert in specific areas (e.g. trusts, DB pension transfers)
* Assist in mentoring and training trainee / apprentice FP administrators
* Handle client and provider phone queries professionally
Candidate Profile
* Ideally 4 years experience in a Financial Planning support or administration role
* Good all round knowledge of pension and investment products
* Excellent attention to detail and organisational skills
* Strong written and verbal communication skills
* Client‑focused, professional and collaborative approach
* Ability to manage multiple cases and deadlines in a regulated environment
In return my client offers a generous remuneration package, hybrid working (1-2 days from home), a friendly working environment and excellent benefits package
Reference: 225038394
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