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 ResponsibilitiesProvide end-to-end administrative support to one or two Financial PlannersPrepare pre-meeting packs, engagement letters and client documentationMaintain accurate client records and workflows using Intelligent Office (IO)Process new business, fund switches, cash management and platform transactionsMonitor pipelines and proactively update planners on case progressSupport Annual Reviews in collaboration with Financial Planners and review teamsLiaise with product providers, platforms, paraplanners and third partiesConduct four-eye checks and support quality control processesComplete AML checks, including client ID recording and electronic verificationGenerate client valuations and assist with invoicingSupport trust administration and death claims where requiredAct as a subject-matter expert in specific areas (e.g. trusts, DB pension transfers)Assist in mentoring and training trainee / apprentice FP administratorsHandle client and provider phone queries professionallyCandidate ProfileIdeally 4 years experience in a Financial Planning support or administration roleGood all round knowledge of pension and investment productsExcellent attention to detail and organisational skillsStrong written and verbal communication skillsClient-focused, professional and collaborative approachAbility to ..... full job details .....