Financial Planning Administrator

Financial Planning AdministratorUp to £35,000 + Benefits + Annual Bonus Boutique IFA Firm Hybrid Working (9/10 Days WFH)An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a thriving boutique firm of Independent Financial Planners that has enjoyed exceptional growth since launching less than five years ago.Built on a reputation for outstanding service, meaningful lifelong client relationships and genuinely listening to clients to deliver real value, the firm has already grown to a close-knit team of five and now manages over £140M of Funds Under Management.Due to continued success, they are looking to make an additional hire and are seeking someone who shares their values, commitment to excellence and long-term mindset.This is a fantastic opportunity for an experienced administrator who enjoys working within a high-quality, client-centric planning environment where relationships matter more than volume.The OpportunityWorking closely with advisers and the wider team, you will play a key role in supporting the delivery of first-class financial planning services to private clients.Responsibilities will include:Processing new business for new and existing clientsManaging cases and pipelines through to completionPreparing client valuations, reports and meeting documentationObtaining illustrations, quotations, fund information and provider dataLiaising with clients, providers and third partiesMaintaining accurate CRM records and ..... full job details .....