Senior Financial Planning Executive

We''re delighted to be partnering with a growing and forward-thinking independent financial planning business as they continue to invest in their people and build for the future. This isn''t your typical financial services administration role. You''ll become a trusted operational partner to a number of Financial Advisers across the South, helping deliver an outstanding client experience from initial enquiry through to implementation and ongoing servicing. Supported by market-leading technology and AI-driven tools, you''ll spend less time battling administration and more time adding real value to both advisers and clients. With the business continuing to grow at an impressive pace, this opportunity also offers genuine long-term career progression and forms part of a wider succession plan, making it ideal for someone who wants to build a lasting career rather than simply find their next role. The Opportunity Working closely with a team of Financial Advisers, you''ll become an extension of their business, ensuring cases progress smoothly, clients remain informed and every interaction reflects the high standards the business is known for. Responsibilities are likely to include: Supporting a portfolio of Financial Advisers across the full client journey. Managing client cases from instruction through to completion. Preparing and coordinating client documentation and recommendations. Liaising with clients, providers and internal teams to keep business progressing efficiently. ..... full job details .....