Senior Financial Planning Support

Senior Financial Planning Support

Senior Financial Planning Support

Bwd Search & Selection

Reed

Sheffield, South Yorkshire

7 hours ago

No application

About

Senior Financial Planning AdministratorSheffield | Full time office hoursSalary: Competitive + benefitsAn established and growing financial planning business is looking to appoint a Senior Administrator to support advisers and play a key role in the delivery of a high-quality client experience.This is a varied and important position, suited to someone who enjoys taking ownership, improving processes, and acting as a central point of support across the advice team.Key responsibilities:Supporting Financial Planners with end-to-end administrationPreparing suitability report packs and documentationManaging new business submissions and provider liaisonMaintaining accurate client records and back-office systemsAssisting with pipeline tracking and case progressSupporting process improvements across the teamWhat we’re looking for:Strong experience within financial planning / IFA administrationDesirable: work towards diploma, not essential. Excellent organisational and communication skillsAbility to work independently and manage multiple casesA proactive mindset with attention to detailExperience using industry platforms and provider systemsWhy apply?Join a supportive, collaborative team environmentOpportunity to take on broader responsibilities over timeStable and growing business with long-term career prospectsHybrid working and flexibility availableThis is an excellent opportunity for an experienced administrator looking to step into a more senior, valued role within a professional financial planning environment.