Financial Planning Administrator

An established and respected financial services business is looking to appoint a Financial Services Administrator to support its team of advisers and deliver a first-class experience to clients.This position offers the opportunity to become an integral part of a professional and collaborative environment where high standards, client care, and attention to detail are highly valued. You will provide essential administrative support across the client journey, helping advisers operate efficiently while ensuring regulatory and service standards are consistently maintained.Key ResponsibilitiesIn this varied role, you will be responsible for ensuring the smooth administration of client accounts and financial planning activities. Duties will include:Maintaining and updating client information across internal systems.Producing meeting packs, reports, and supporting documentation for advisers.Processing client requests and assisting with ongoing servicing requirements.Managing correspondence and responding to client enquiries in a timely and professional manner.Supporting regulatory and compliance processes through accurate record keeping.Liaising with providers, clients, and colleagues to facilitate efficient case progression.Assisting advisers with day-to-day operational and administrative tasks.Candidate ProfileWe are keen to speak with individuals who have previous experience within financial services administration and who enjoy working in a busy, client-focused environment.The ..... full job details .....