• Opportunity to join a prestigious firm in the East Midlands
• Offering study support and progression opportunities

JOB DESCRIPTION

The Senior Financial Planning Administrator duties will include but are not limited to:

• Work closely with consultants to enable them to focus on the delivery of advice to clients, and anticipating and supplying what they or the client may need
• Provide input where appropriate and when requested, and provide any training, direction and support for others where needed
• Be a point of contact for clients, colleagues and external links
• Help to manage the consultant diary to help ensure the most effective use of their time
• Communications with clients, as appropriate, ensure that they are accurate and are fit for purpose
• Deal with all aspects of the new business process and ongoing servicing of clients’ plans, liaising with colleagues in other service lines and product providers as appropriate
• Work closely with technical support to gather accurate information required for prepping / planning cases
• Proactively get involved and contribute ideas as part of continuous improvement
• Any other ad hoc duties

• Work closely with consultants to enable them to focus on the delivery of advice to clients, and anticipating and supplying what they or the client may need
• Provide input where appropriate and when requested, and provide any training, direction and support for others where needed
• Be a point of contact for clients, colleagues and external links
• Help to manage the consultant diary to help ensure the most effective use of their time
• Communications with clients, as appropriate, ensure that they are accurate and are fit for purpose
• Deal with all aspects of the new business process and ongoing servicing of clients’ plans, liaising with colleagues in other service lines and product providers as appropriate
• Work closely with technical support to gather accurate information required for prepping / planning cases
• Proactively get involved and contribute ideas as part of continuous improvement
• Any other ad hoc dutie