An established financial planning business is looking for an experienced Senior Financial Administrator to join its friendly and supportive team in Stourbridge.
The business provides a comprehensive range of wealth management and financial planning services, with a strong focus on delivering excellent client service and building long-term relationships.
This is an excellent opportunity for an experienced Financial Services Administrator looking to take the next step in their career within a supportive and professional financial planning environment.
The Role:
As a Senior Financial Administrator, you will provide essential technical and administrative support to Financial Advisers, ensuring the smooth running of client servicing activities and wealth management processes.
You will play a key role in managing client portfolios, coordinating annual reviews, processing financial transactions, handling complex pension and investment queries, and maintaining accurate client records.
This is a varied role requiring strong financial services knowledge, excellent attention to detail and the ability to deliver a consistently high standard of client service.
Key Responsibilities:
- Manage the end-to-end client review process, including preparing annual review letters, drawdown documentation and client presentation packs.
- Handle incoming client calls and enquiries, as well as making outbound calls to arrange annual financial reviews.
- Liaise with pension providers, investment providers, internal teams and third parties to obtain information, resolve queries and ensure deadlines are met.
- Manage workloads and outstanding tasks using CRM systems, ensuring client reviews are completed within the appropriate timescales.
- Keep Financial Advisers updated on case progress, client queries and outstanding requirements.
- Maintain accurate and compliant client records.
- Support general financial administration, including deceased client processes, vulnerable client administration and updating client details.
- Assist with immediate needs annuity applications, provider correspondence and gathering relevant information.
- Process fund switches, client withdrawals and associated financial documentation.
- Prepare complex financial documentation, including Deeds of Assignment, trust paperwork and bond-related administration.
- Manage pension income drawdown and crystallisation processes, including income reviews, withdrawal requests and changes to client income arrangements.
- Ensure all work complies with FCA regulations and internal compliance procedures.
- Identify opportunities to improve financial administration processes and contribute to the overall efficiency of the business.
Skills and Experience Required:
- At least two years' experience within a regulated financial services environment.
- Previous experience as a Financial Administrator within an IFA or wealth management business.
- Ideally, experience working within a St. James's Place Partner Practice.
- Good technical knowledge of financial services administration, pensions, investments and client servicing processes.
- Experience using CRM systems, ideally Salesforce.
- Good working knowledge of Microsoft Office.
- Strong attention to detail and excellent organisational skills.
- Confident communicating with clients, providers and Financial Advisers.
- Ability to manage competing priorities and work independently as well as part of a team.
Career Development:
- The business is committed to supporting employee development and offers structured training and career progression opportunities.
- There are potential pathways into roles such as Paraplanner, Operations Manager or Financial Adviser, alongside opportunities to gain further industry qualifications and develop additional skills.
- There may also be opportunities to get involved in social media, marketing activities and organising company events.
Salary and Benefits:
- Company pension.
- Free on-site parking.
- Access to financial planning services.
- Ongoing training and development.
- Structured career progression opportunities.
- Supportive and friendly working environment.
- Company events.
Interested?
If you are an experienced Financial Administrator looking for your next step within a financial planning business, this could be an excellent opportunity to develop your career.
Apply today to find out more!
