Full-time
Financial Planning Administrator
Posted by Front Row Recruitment • Exeter, Devon, United Kingdom
About the Role
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 valuati...
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 valuati...
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