Financial Planning Administrator

The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add an experienced Financial Planning Administrator to their high calibre Adviser Support team. The role will support 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition.Office Location: HarrogateWorking Setup: Majority Office-based with 1-day WFH after probationPackage: £35-38k base + discretionary bonus and full company benefitsKey Benefits: 10% Pension, 4xDIS, Critical Illness Cover and PHIHolidays: 30 days holiday + statsThe Role: You will be responsible for handling a wide range of administrative tasks to ensure the highest level of client service. Duties include:Providing administrative support to IFA''s, including preparing client meeting packs, taking meeting notes, and ensuring follow-up actions are completed in a timely manner.Liaising with clients, providers, and third parties, maintaining excellent communication and customer service.Preparing and processing financial documents and forms, including applications, renewals, and policy amendments.Client Management: Acting as a primary contact for client queries, updating the back-office system (Intelliflo/First), and preparing client meeting packs for advisers.Business Processing: Processing new investments, SIPP contracts, and ..... full job details .....