Financial Planning Administrator

Financial Planning AdministratorChester (4 days in the office)Up to £31,000 + excellent benefitsLooking to build your career with a firm that genuinely invests in your future?This is your chance to join a highly respected, award-winning financial planning and investment business that''s been supporting clients across the UK for over 30 years. Known for working with high-net-worth individuals, businesses, and financial professionals, they''ve built a reputation as a market leader-and a great place to grow your career.They''re now looking for a Financial Planning Administrator to become a key part of their collaborative team. You''ll work closely with experienced advisers and support high-value clients, playing an important role in delivering a first-class financial planning service.This is an opportunity to develop, learn, and progress within a business that actively supports your long-term career goals.What you''ll be doing:Supporting advisers with the end-to-end financial planning processManaging client relationships and delivering excellent servicePreparing documentation and maintaining accurate client recordsLiaising with providers and internal teamsWhat you''ll bring:Experience in a Financial Planning / Wealth Management admin or client support roleUnderstanding of pensions and investment productsFamiliarity with systems like Xplan, IO, or similarStrong communication skills and a proactive mindsetWhat''s in it for you:25 days holiday + bank holidays10% contributory ..... full job details .....