Financial Planning Administrator

Berkhamsted, Hertfordshire£25,000 - £32,000 + Bonus + Excellent BenefitsHybrid Working AvailableA well-established and highly respected Wealth Management and Financial Planning firm is seeking a Financial Planning Administrator to join its growing team in Berkhamsted.This is an excellent opportunity for an individual currently working within a Financial Planning Administration role, or someone with previous experience in financial services administration, who is looking to join a professional, supportive, and forward-thinking organisation offering genuine career development opportunities.Working closely with Financial Planners and a team of experienced colleagues, you will play a key role in delivering high-quality administrative support and ensuring an excellent client experience throughout the advice process.Key ResponsibilitiesProcessing Letters of AuthorityEnd-to-end new business administrationPreparing application forms and implementing new business on platformsProcessing fund switches and related transactionsObtaining information from product providersManaging and chasing business pipelinesMaintaining accurate client records using CRM systems (Intelliflo experience beneficial)Communicating with clients, providers, and third parties via telephone and emailSupporting Financial Planners with day-to-day administrative requirementsAbout YouPrevious experience within a Financial Planning Administrator, IFA Administrator, Wealth Management Administrator or similar roleGood ..... full job details .....