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Senior Financial Administrator
Job Posted: 12 days ago
Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Harrogate, North Yorkshire
Expire in: 16 days
Job Description
Senior Financial Planning Administrator
Salary: Up to £35,000 (DOE)
Location: Harrogate (up to 50% WFH after probation)
Hours: Mon-Fri, 9am-5pm
Full-time, Permanent Position
Do you want to be a part of a well-established, forward-thinking financial planning company? Are you passionate about delivering high-quality administrative support in a financial environment? We are looking for a proactive and detail-oriented individual to join our client's team. The successful candidate will support three consultants and manage a portfolio of high-net-worth client files, ensuring compliance and exceptional service.
The Key Responsibilities of the Senior Financial Planning Administrator:
Act as the first point of contact between consultants, clients, and product providers.
Prepare meeting packs and ensure client files remain compliant at all times.
Produce and check valuations using Xplan and Excel.
Process new business and execute trades across various platforms.
Maintain an efficient diary system to manage client and provider queries.
Manage client cash accounts to meet income needs within product structures.
Obtain quotes from providers and issue suitability reports with supporting documentation.
Maintain accurate records on Xplan and the SEI portal.
Communicate with clients and providers via email, phone, and written correspondence.
Refer any advice-related matters to the appropriate consultant.The Key Requirements of the Senior Financial Planning Administrator:
Experience using Xplan is desirable
Previous Experience in a similar position is essential
Proficiency in Microsoft Excel (including spreadsheet creation and formulas), Word, Outlook, and FE Analytics.
Strong knowledge of financial products and compliance regulations.
Excellent client liaison skills-comfortable communicating with clients daily.
Familiarity with SEI (WPOIMs discretionary trading platform) is preferred but not essential (training provided).Key Personal Competencies:
Ability to work independently and take initiative.
Strong organisational and prioritisation skills.
Excellent written and verbal communication.
High attention to detail and accuracy.
Strong interpersonal and relationship management skills.
Customer-focused and a collaborative team player.
Effective problem-solving abilities.Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or ageBefore You Apply
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- National Insurance number.
- Date of birth.
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