Senior Financial Planning Administrator

Are you an experienced Financial Planning Administrator looking to take the next step in your career with a leading wealth management business? This is an exciting opportunity to join an established Financial Planning team supporting experienced advisers who work with high-net-worth individuals, families and business owners. Internally, the role is known as a Senior Wealth Planning Assistant, but this is a senior financial planning administration position where you''ll become an integral part of a collaborative team that values expertise, professional development and exceptional client service.The OpportunityAs a Senior Financial Planning Administrator, you''ll provide comprehensive support throughout the client journey, ensuring a seamless experience from initial enquiry through to implementation and ongoing servicing. Working closely with Financial Planners, Paraplanners and internal specialists, you''ll manage complex administration, coordinate client meetings, liaise with providers and play a key role in delivering exceptional client outcomes. You''ll also act as a senior member of the team, supporting junior colleagues, sharing best practice and contributing towards continuous improvements across the department.Key ResponsibilitiesProvide end-to-end administrative support to Financial PlannersPrepare and process new business applications accurately and efficientlyManage client onboarding, including AML and CDD requirementsCoordinate client meetings, valuations, meeting ..... full job details .....