https://jobs.co.uk/job/financial-planning-administrator-grove-talent-solutions--dadfb38d-9b6f-40ef-b885-97d474487f77 RSS feed for Financial Planning Administrator at Grove Talent Solutions. en-gb Wed, 10 Jun 2026 10:43:48 GMT https://jobs.co.uk/job/financial-planning-administrator-grove-talent-solutions--dadfb38d-9b6f-40ef-b885-97d474487f77 https://jobs.co.uk/job/financial-planning-administrator-grove-talent-solutions--dadfb38d-9b6f-40ef-b885-97d474487f77 Mon, 01 Jun 2026 11:50:54 GMT Location: Grimsby | Salary: 10000-500000 Annual | Type: Permanent | Job: Financial Planning AdministratorLocation: GrimsbySalary: NegotiableRole DescriptionDue to continued growth, a reputable financial planning firm is seeking an experienced Wealth management Administrator to join its team. This role will appeal to a proactive individual who enjoys managing client queries relating to pensions, investments, and protection, as well as working closely with product providers.The successful candidate will play a key role in delivering a consistently high standard of service to both clients and internal teams.ResponsibilitiesProcessing new business applicationsAssisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packsArranging client meetings and managing Advisers'' diariesCompleting portfolio illustration requestsProviding comprehensive back-office supportEnsuring all financial planning administration is completed in line with company proceduresCorresponding with clients in both written and verbal formatsMaintaining accurate, compliant, and well-presented client records on company systemsKey RequirementsPrevious experience working within a Financial Planning firm (essential)CII Level 3 qualification in Financi... Permanent