Senior Financial Planning Administrator

I am supporting a professional services business with an exciting Senior Financial Planning Administrator role. This will be suited to someone with prior financial planning or wealth management experience looking for progression into a senior administration role in a structured and professional environment.Client DetailsThis professional services business is a well-established medium-sized company with a strong presence in its field. It is known for its expertise in accounting and finance and has an excellent reputation for progression and development opportunities.DescriptionThe Senior Financial Planning Administrator duties will include but are not limited to:Work closely with consultants to enable them to focus on the delivery of advice to clients, and anticipating and supplying what they or the client may needProvide input where appropriate and when requested, and provide any training, direction and support for others where neededBe a point of contact for clients, colleagues and external linksHelp to manage the consultant diary to help ensure the most effective use of their timeCommunications with clients, as appropriate, ensure that they are accurate and are fit for purposeDeal with all aspects of the new business process and ongoing servicing of clients'' plans, liaising with colleagues in other service lines and product providers as appropriateWork closely with technical support to gather accurate information required for prepping / planning casesProactively get ..... full job details .....