Senior Financial Planning Administrator

Location: Alton
Salary: Up to £30,000 (Negotiable)
Industry: Financial Services
Reference Number: 9451

An exciting opportunity has arisen for an experienced Senior Financial Planning Administrator to join a growing team in Alton. This role is perfect for someone who excels at providing high-quality administrative support to financial advisers, liaising with providers and ensuring exceptional client service for high-net-worth individuals.

As a senior member of the team, you’ll handle complex cases, support junior staff, and contribute to process improvements while ensuring compliance with internal procedures and service level agreements.

Key Responsibilities:

• Provide administrative support, including managing client files, responding to queries, and preparing valuations and recommendation reports.
• Process new and existing business, including GIA/ISA/Pensions and more complex Bonds/Trusts, ensuring accuracy and timely execution.
• Liaise with advisers, clients, providers, and third parties to maintain compliance and service quality standards.
• Mentor and support team members, handle training needs, and assist in resolving complex queries or workloads.
• Contribute to process improvements, project work, and implementing procedural changes for efficiency.
• Support management by overseeing team workloads, resolving issues, and deputising during absences.

What’s in it for you?

• Salary up to £30,000 (negotiable based on experience).
• Opportunities for professional growth and career progression.
• Collaborative and supportive team environment.

Skills and Experience Required:

• Previous experience as an IFA Administrator or Financial Planning Administrator (essential).
• Strong organisational and time-management skills with exceptional attention to detail.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and Intelligent Office (desirable).
• Excellent written and verbal communication skills.
• Ability to manage workloads independently while collaborating effectively with the team.

This role offers a fantastic pathway to advance your career in financial services within a supportive and professional environment.