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Financial Planning Administrator

Job Posted: 5 days ago

Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Exeter, Devon

Expire in: 23 days

Job Description

My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team.

Key Responsibilities

  * Provide end‑to‑end administrative support to one or two Financial Planners

  * Prepare pre‑meeting packs, engagement letters and client documentation

  * Maintain accurate client records and workflows using Intelligent Office

  * Process new business, fund switches, cash management and platform transactions

  * Monitor pipelines and proactively update planners on case progress

  * Support Annual Reviews in collaboration with Financial Planners and review teams

  * Liaise with product providers, platforms, paraplanners and third parties

  * Conduct four‑eye checks and support quality control processes

  * Complete AML checks, including client ID recording and electronic verification

  * Generate client valuations and assist with invoicing

  * Support trust administration and death claims where required

  * Act as a subject‑matter expert in specific areas (e.g. trusts, DB pension transfers)

  * Assist in mentoring and training trainee / apprentice FP administrators

  * Handle client and provider phone queries professionally

Candidate Profile

  * Ideally 4 years experience in a Financial Planning support or administration role

  * Good all round knowledge of pension and investment products

  * Excellent attention to detail and organisational skills

  * Strong written and verbal communication skills

  * Client‑focused, professional and collaborative approach

  * Ability to manage multiple cases and deadlines in a regulated environment

In return my client offers a generous remuneration package, hybrid working (1-2 days from home), a friendly working environment and excellent benefits package

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

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