Senior Corporate Financial Planning Administrator - Hybrid Working

Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offering genuine long term career opportunities?

Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Senior Financial Services Administrator to provide support to the planning process and corporate team.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills, have an IFA support background and group risk understanding.

Duties for this role will include:

• Has specific responsibility for the delivery of our service to clients, which if not fulfilled may have a serious impact.
• When appropriate to this role, accompany Advisers to client meetings where required.
• Frequent contacts internally and externally; much of which require influencing skills to be used where appropriate
• Prepare templated Recommendation Reports for Advisers
• Deal with all daily queries raised by clients and colleagues.
• When appropriate to this role, accompany Advisers to client meetings where required.

You will have:

• Organised with the ability to multi-task.
• High level of accuracy and attention to detail.
• Experience in group risk administration
• Background within IFA support
• To comply with FCA requirements.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working is offered with this role, 3 days per week.

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