Financial Planning Administrator

Financial Planning AdministratorWakefield Hybrid Working £30,000 - £34,000 + Excellent BenefitsAn excellent opportunity has arisen for an experienced Financial Planning Administrator to join a well-established and growing Financial Planning firm based in Wakefield.This role would suit someone with at least three years'' experience supporting Financial Planners within an IFA or Financial Planning practice who is looking to join a supportive business that genuinely values its administration team.Alongside a competitive benefits package, the company offers a 35-hour working week (7-hour days), hybrid working and a collaborative environment where experienced administrators are recognised as an integral part of delivering an outstanding client experience.For those who wish to continue developing their careers, full study support is available and the business has a strong track record of helping employees progress into Paraplanning and Financial Adviser roles. Equally, if you''re an experienced Financial Planning Administrator who enjoys what you do and is looking for a long-term home, you''ll be just as valued.The RoleWorking closely with a team of Financial Planners and Paraplanners, you''ll provide high-quality administrative support throughout the client journey.Your responsibilities will include:Preparing new business and review documentationProcessing pensions, investments and protection businessLiaising with clients, providers and third partiesObtaining valuations and ..... full job details .....