Financial Planning Administrator

Financial Planning Administrator Leicestershire Up to £28,000 Our client is a successful boutique Financial Planning business with an excellent reputation and a loyal client base across the East Midlands. As the business continues to grow, they are now looking to appoint an experienced Financial Planning Administrator to join their close-knit team. This is a fantastic opportunity for an experienced administrator who is looking to take the next step in their career and become an integral part of a growing boutique practice. The Opportunity This role offers the opportunity to work closely and directly with the Director of the business, providing dedicated one-to-one administrative support and gaining valuable exposure to all aspects of the financial planning process. You will become a key member of the team, working alongside the Director to ensure clients receive a consistently high level of service. Due to the boutique nature of the business, the role offers a more personal and collaborative working environment, with the opportunity to take ownership of your work and make a genuine contribution to the continued growth of the practice. The role is primarily office-based, with some flexibility for home working where required. Key Responsibilities Provide comprehensive one-to-one administrative support to the Director and Financial Planner. Prepare and process new business applications across pensions and investments. Liaise confidently with product providers and clients to ..... full job details .....