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Wealth Planning Administrator | Client Service & Support
Job in
Droitwich Spa, Worcestershire, WR9 0BD, England, UK
Listed on 2026-08-12
Listing for:
Grove Talent Solutions
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Grove Talent Solutions is seeking a Financial Planning Administrator in Droitwich to provide essential back-office support for pensions, investments and protection products. You will act as a key point of contact for client queries and collaborate with Paraplanners and Advisers.
The role focuses on processing new business, preparing client review packs, arranging meetings, maintaining compliant client records and delivering a high standard of service to clients and internal stakeholders.
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