Senior Financial Planning Administrator

Salary: Up to £35,000 (DOE)
Location: Harrogate (up to 50% WFH after probation)
Hours: Mon-Fri, 9am-5pm

Full-time, Permanent Position

Do you want to be a part of a well-established, forward-thinking financial planning company? Are you passionate about delivering high-quality administrative support in a financial environment? We are looking for a proactive and detail-oriented individual to join our client's team. The successful candidate will support three consultants and manage a portfolio of high-net-worth client files, ensuring compliance and exceptional service.

The Key Responsibilities of the Senior Financial Planning Administrator:

• Act as the first point of contact between consultants, clients, and product providers.
• Prepare meeting packs and ensure client files remain compliant at all times.
• Produce and check valuations using Xplan and Excel.
• Process new business and execute trades across various platforms.
• Maintain an efficient diary system to manage client and provider queries.
• Manage client cash accounts to meet income needs within product structures.
• Obtain quotes from providers and issue suitability reports with supporting documentation.
• Maintain accurate records on Xplan and the SEI portal.
• Communicate with clients and providers via email, phone, and written correspondence.
• Refer any advice-related matters to the appropriate consultant.

The Key Requirements of the Senior Financial Planning Administrator:

• Experience using Xplan is desirable
• Previous Experience in a similar position is essential
• Proficiency in Microsoft Excel (including spreadsheet creation and formulas), Word, Outlook, and FE Analytics.
• Strong knowledge of financial products and compliance regulations.
• Excellent client liaison skills-comfortable communicating with clients daily.
• Familiarity with SEI (WPOIMs discretionary trading platform) is preferred but not essential (training provided).

Key Personal Competencies:

• Ability to work independently and take initiative.
• Strong organisational and prioritisation skills.
• Excellent written and verbal communication.
• High attention to detail and accuracy.
• Strong interpersonal and relationship management skills.
• Customer-focused and a collaborative team player.
• Effective problem-solving abilities.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.