Financial Planning Administrator

We are working with a highly successful and well-established boutique Independent Financial Planning practice with a strong reputation for providing high-quality, personalised financial advice. The business has built an excellent reputation through its client-focused approach, long-term relationships and commitment to providing genuinely tailored financial planning. With a close-knit and personable team, this is a great business to work for where people are valued, supported and have the opportunity to make a real contribution. The firm is now looking to recruit an additional IFA Administrator to join the team and provide support to the Directors and Senior Financial Planner. The Role This is a varied position offering the opportunity to become an important part of a successful financial planning practice. You will provide comprehensive administrative support whilst also developing strong relationships with clients, providers and professional contacts. Key responsibilities will include: Providing comprehensive administrative support to the Directors and Senior Financial Planner Preparing client documentation, meeting packs, reports and financial planning paperwork Liaising directly with clients by telephone, email and in writing Processing new business and ongoing client servicing requirements Liaising with pension, investment, platform and insurance providers Supporting Advisers with compliance documentation and general administration Ensuring client records and ..... full job details .....