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Wealth Planning Administrator | Client Service BackOffice
Job in
Stockbridge, Winchester, Hampshire County, SO23, England, UK
Listed on 2026-07-25
Listing for:
Grove Talent Solutions
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Grove Talent Solutions in Stockbridge, Winchester, is seeking an experienced Financial Planning Administrator to join a modern, growing wealth planning firm. You will be the main contact for client queries about pensions, investments and protection products, and you'll liaise with product providers.
The role supports advisers and paraplanners, processes new business applications, prepares client reviews, arranges meetings, maintains records, and ensures service levels meet company procedures.
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