IDEX Consulting Ltd
Senior Financial Planning Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Senior Financial Planning Administrator
Location: Nottingham
Salary: Up To £32,000
Our client is a highly respected independent financial planning firm seeking an experienced Senior Financial Planning Administrator to join their growing team.
This is an opportunity for an experienced financial planning professional who enjoys taking ownership of complex cases, supporting advisers at a high level and mentoring junior colleagues while maintaining exceptional standards of client service.
The Role
Working closely with Financial Advisers and the wider support team, you'll manage more complex client cases and play a key role in ensuring the smooth delivery of the financial planning process.
Responsibilities include:
- Preparing high-quality documentation ahead of client meetings.
- Managing complex new business cases from submission through to completion.
- Obtaining provider information, valuations and illustrations.
- Ensuring client records are maintained accurately and in line with regulatory requirements.
- Completing anti-money laundering and compliance checks.
- Acting as a key point of contact for clients, providers and advisers, resolving queries efficiently.
- Supporting ongoing client servicing, annual reviews and policy servicing.
- Monitoring workflow to ensure service levels are consistently achieved.
- Providing guidance and day-to-day support to junior administrators where required.
- Maintaining high standards of accuracy while ensuring compliance with FCA regulations and internal procedures.
- Identifying opportunities to improve processes and contribute to operational efficiency.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
About You
- Significant experience within an IFA or wealth management administration environment.
- Strong understanding of financial planning products and advice processes.
- Excellent organisational and problem-solving skills.
- Experience handling complex client cases independently.
- High attention to detail and a thorough understanding of FCA compliance requirements.
- Strong communication skills and the confidence to liaise with advisers, providers and clients at all levels.
- A proactive approach with the ability to support and mentor other team members.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What's on Offer
- Competitive salary and benefits package.
- Genuine career progression opportunities.
- Supportive and collaborative culture.
- Ongoing professional development.
If you would like more information please reach out to Tom Roberts today!
Contact:
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills