Senior Financial Administrator & Team Manager

About the role

This senior position combines hands‑on financial planning administration with team leadership in a well‑established wealth management firm. You will support the Financial Planning Director and a trainee planner while mentoring junior administrators across regional offices.

Key responsibilities

• Provide comprehensive administrative support to the Financial Planning Director and a Trainee Financial Planner, preparing client meeting packs and related documentation.
• Arrange client meetings, manage adviser diaries and liaise with clients and providers to progress new and existing business.
• Process Letters of Authority, obtain information from providers and maintain accurate client records using the firm’s CRM and workflow systems.
• Manage cases from inception to completion, ensuring compliance with FCA requirements and delivering an outstanding client experience.
• Support, coach and develop junior administrators, allocate workloads and act as the technical escalation point for the team.
• Identify opportunities to improve processes and ensure all work meets regulatory standards.

Required profile

• Minimum of 4 years’ experience as a Financial Administrator within a financial planning or wealth‑management environment.
• Proven experience supervising, mentoring or coaching junior team members.
• Strong knowledge of pensions, investments and broader wealth‑management products.
• Excellent organisational skills with exceptional attention to detail.
• Confident communicator with a collaborative, proactive approach.
• Level 4 Diploma welcomed but not essential; full study support is available.

Required skills

• Proficiency with CRM systems for client record management.
• Experience using workflow systems to track and process client information.

What we offer

• Salary up to £50,000 plus bonus.
• Hybrid working arrangement.
• Full study support to achieve a Level 4 Diploma.