Posted 26 days ago
Senior Financial Planning Administrator
AI Summary
A Senior Financial Planning Administrator supports a high-performing adviser managing a well-established high-net-worth client book, handling client communications, documentation, and processing to ensure accurate, efficient, and exceptional client service.
About this role
We are looking for an experienced Senior Client Services Administrator to join our growing Financial Planning team in Harrogate. This is a key role supporting a high-performing adviser who manages a well-established, high-net-worth client bank.
You will play a pivotal part in delivering an exceptional client experience, working closely with clients, providers, and internal teams to ensure all work is completed accurately, efficiently, and to the highest standard.
This is a fantastic opportunity for an individual who enjoys client interaction, takes pride in their work, and wants to be part of a collaborative and forward-thinking environment.
- Supporting an adviser managing circa £130m AUM across ~140 households
- Client values typically from £150k to £25m+ (family-linked)
- Diverse and active client base with complex needs including:
- Investments and pensions
- Business ventures
- Inheritance tax (IHT) planning
- Clients range from mid-20s through to early 80s, based across the UK
- Demanding but rewarding client relationships, with varying time pressures and expectations
You will gain excellent exposure to high-net-worth clients and complex cases, supporting meaningful client outcomes.
Responsibilities
About you
We are looking for someone who brings both strong technical capability and the right mindset:
