Financial Planning Administrator

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 (IO) • 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.