Senior Financial Planning Administrator

Our client is a highly respected independent financial planning firm seeking an experienced Senior Financial Planning Administrator to join their growing team.This is an opportunity for an experienced financial planning professional who enjoys taking ownership of complex cases, supporting Advisers at a high level and mentoring junior colleagues while maintaining exceptional standards of client service.The Role Working closely with Financial Advisers and the wider support team, you''ll manage more complex client cases and play a key role in ensuring the smooth delivery of the financial planning process.Responsibilities include:Preparing high-quality documentation ahead of client meetingsManaging complex new business cases from submission through to completionObtaining provider information, valuations and illustrationsEnsuring client records are maintained accurately and in line with regulatory requirementsCompleting anti-money laundering and compliance checksActing as a key point of contact for clients, providers and Advisers, resolving queries efficientlySupporting ongoing client servicing, annual reviews and policy servicingMonitoring workflow to ensure service levels are consistently achievedProviding guidance and day-to-day support to Junior Administrators where requiredMaintaining high standards of accuracy while ensuring compliance with FCA regulations and internal proceduresIdentifying opportunities to improve processes and contribute to operational efficiencyAbout ..... full job details .....