Financial Planning Administrator

Join a growing financial planning firm where you'll work closely with Advisers and Paraplanners, supporting clients across pensions, investments and protection while continuing to develop your own career.

This is a strong opportunity for an experienced Financial Planning Administrator looking for greater flexibility, a supportive team environment and the chance to progress their industry qualifications.

About the firm

Our client is a well-established financial planning firm that provides holistic advice to individuals and families across pensions, investments and protection.

The business has a collaborative culture, modern systems and a genuine focus on supporting employee development, making it an excellent environment for someone looking to build a long-term career in financial planning.

What you'll do

• Provide administrative support to Financial Advisers and Paraplanners
• Process new business applications, fund switches, withdrawals and servicing requests
• Prepare documentation and information for client meetings and reviews
• Liaise with providers to obtain valuations, policy information and updates
• Maintain accurate client records and ensure documentation is compliant and up to date
• Manage workflow through internal systems, ensuring cases are progressed efficiently
• Respond to client and provider enquiries in a professional an...