Job Description:

About the Role

Are you an experienced Financial Services Administrator looking to take the next step in your career with a respected reputable Financial Planning firm?

Our client is seeking a Senior Financial Services Administrator to provide high-quality administrative support to Financial Planners and their clients. This is an excellent opportunity to join a professional, client-focused team committed to delivering outstanding service and building lasting client relationships.

Key Responsibilities

• Provide senior administrative support to Financial Planners and the wider client services team.
• Prepare accurate and professional post-review correspondence.
• Support client onboarding and ongoing financial administration.
• Process withdrawals, deposits, investment trades and new business applications.
• Liaise with providers and respond to client queries.
• Maintain accurate client records and manage workflows using Xplan.
• Assist with inbox management and day-to-day administrative tasks.
• Support the administration of deceased client cases with sensitivity and care.
• Manage incoming calls, post and client meeting arrangements.
• Ensure all activities meet regulatory and compliance requirements.

About You

• Previous experience in financial planning, wealth management or financial services administration.
• Working towards, or holding, relevant CII qualifications, such as R01–R06.
• Excellent organisational skills and attention to detail.
• Strong communication skills and the ability to build positive client relationships.
• A professional, empathetic approach to handling client matters.
• The ability to work independently, take initiative and manage competing priorities.
• Good IT skills, including Microsoft Office.

What’s on Offer?

The opportunity to join a well-regarded Financial Planning firm.

• A supportive and collaborative working environment.
• Ongoing training, professional development and study support.
• A rewarding role where you can make a meaningful difference to clients and their financial wellbeing.

If you’re an experienced administrator looking to develop your career within a quality-driven, client-focused financial planning business, we’d be delighted to hear from you.