Financial Planning Administrator

Financial Planning Administrator - Financial Services

Location: Harrogate
Salary: Competitive, with an attractive benefits package
Hours: Full-time working hours, Monday to Friday

Are you a detail-oriented professional with a passion for financial planning and administration? Join our well-established firm in Harrogate, providing both financial advice and discretionary investment services. We are looking for a Senior Financial Planning Administrator to manage high-net-worth client files and support our team of consultants.

Key Responsibilities of the Financial Planning Administrator:

• Act as an initial point of contact between the consultants, clients, and product providers.
• Prepare meeting packs for client meetings.
• Ensure that client files remain compliant at all times.
• Produce valuations using Xplan and Excel.
• Check the accuracy of other team members' valuations.
• Process new business and trades on various platforms (main trading platform is SEI).
• Manage an efficient diary system to resolve client/provider queries.
• Manage cash accounts to meet client income needs within their product structure.
• Obtain quotes from providers.
• Issue suitability reports and compile all enclosures.
• Maintain accuracy of Xplan Database and SEI portal.
• Deal with clients and product providers via email, telephone, and written correspondence.
• Refer any advice issues to the consultant.

The Key Requirements of the Financial Planning Administrator:

• Proficient use of the Xplan Database.
• Proficient use of Microsoft Excel, Word, Outlook, and FE Analytics.
• Generic product knowledge.
• Strong client liaison skills, comfortable with daily client interactions.
• Knowledge and appreciation of compliance regulations.
• Familiarity with SEI (WPOIMs discretionary trading platform) is preferable, but training can be provided.
• Ability to work on own initiative.
• Excellent organisational skills to prioritise workloads.
• Good communication skills, both oral and written.
• High standards of accuracy and attention to detail.
• Highly developed interpersonal and relationship management skills.
• Highly customer-focused.
• Good team player.
• Strong problem-solving skills.
• High attention to detail is critical.

Qualifications and Experience Required:

• Previous experience in a similar role is essential.

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 age.