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 valuations and assist with invoicing * Support trust administration and death claims where required * Act as a subject‑matter expert in specific areas (e.g. trusts, DB pension transfers) * Assist in mentoring and training trainee / apprentice FP administrators * Handle client and provider phone queries professionally Candidate Profile * Ideally 4 years experience in a Financial Planning support or administration role * Good all round knowledge of pension and investment products * Excellent attention to detail and organisational skills * Strong written and verbal communication skills * Client‑focused, professional and collaborative approach * Ability to manage multiple cases and deadlines in a regulated environment In return my client offers a generous remuneration package, hybrid working (1-2 days from home), a friendly working environment and excellent benefits package