Financial Planning Administrator

Financial Planning Administrator Whiteley, Hybrid Working + Excellent BenefitsAre you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression?A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in the Whiteley office to support a Senior Adviser.This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development.The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions.Responsibilities will include:Supporting advisers and paraplanners with client onboarding and ongoing administrationProcessing new business across pensions, ISAs, GIAs and bondsMaintaining and updating client records using CRM systemsCommunicating with clients via telephone and emailLiaising with providers to obtain policy information and progress casesBenefitsSalary up to £33,000BonusesHybrid working25 days holiday + bank holidaysLife assuranceIncome protectionPension schemeAccess to a flexible benefits platformA supportive environment focused on career development and progressionTo be considered ..... full job details .....