https://jobs.co.uk/job/financial-planning-administrator-lime-professional-services--4636d138-7cd4-4e97-a71e-f2f20e979f74 RSS feed for Financial Planning Administrator at Lime Professional Services. en-gb Wed, 10 Jun 2026 10:43:13 GMT https://jobs.co.uk/job/financial-planning-administrator-lime-professional-services--4636d138-7cd4-4e97-a71e-f2f20e979f74 https://jobs.co.uk/job/financial-planning-administrator-lime-professional-services--4636d138-7cd4-4e97-a71e-f2f20e979f74 Tue, 02 Jun 2026 23:00:00 GMT Location: Alderley Edge | Salary: £28000 - £35000/annum £28-35k + bens | Type: Permanent | Financial Planning Administrator Are you an organised and detail-oriented administrator who enjoys delivering exceptional client service? We''re looking for an Financial Planning Administrator-to join our growing financial planning team and work within Adviser Support. This is a key role that supports our Financial Planners and Associate Financial Planners in delivering a first-class experience to clients. As the central point of administration for a defined client bank, you''ll help ensure client records are maintained to the highest standards, support the implementation of financial planning recommendations and play an important role in keeping our service running smoothly and efficiently. What you''ll be doing Supporting advisers and planners with day-to-day client administration Processing new business and liaising with financial product providers Preparing client valuations and annual review meeting packs Maintaining accurate and up-to-date client records and documentation Managing workflow and task tracking systems to ensure deadlines are met Handling client and provider communications professionally and efficiently Supporting the delivery of an outstand... Permanent