Senior Financial Planning AdministratorSalary: Up to 35,000 (DOE)Location: Harrogate (up to 50% WFH after probation) Hours: Mon-Fri, 9am-5pmFull-time, Permanent PositionDo you want to be a part of a well-established, forward-thinking financial planning company? Are you passionate about delivering high-quality administrative support in a financial environment? We are looking for a proactive and detail-oriented individual to join our client''s team. The successful candidate will support three consultants and manage a portfolio of high-net-worth client files, ensuring compliance and exceptional service.The Key Responsibilities of the Senior Financial Planning Administrator:Act as the first point of contact between consultants, clients, and product providers.Prepare meeting packs and ensure client files remain compliant at all times.Produce and check valuations using Xplan and Excel.Process new business and execute trades across various platforms.Maintain an efficient diary system to manage client and provider queries.Manage client cash accounts to meet income needs within product structures.Obtain quotes from providers and issue suitability reports with supporting documentation.Maintain accurate records on Xplan and the SEI portal.Communicate with clients and providers via email, phone, and written correspondence.Refer any advice-related matters to the appropriate consultant.The Key Requirements of the Senior Financial Planning Administrator:Experience using Xplan is desirable ..... full job details .....