Financial Planning Administrator

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...

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