Financial Planning Administrator - Plymouth - Hybrid - Up to and;38,000 + Bonus and Excell

ABOUT THE ROLE We''re working with a highly regarded Chartered independent financial planning firm with offices in Plymouth, who are looking to recruit an experienced Financial Planning Administrator to join their friendly and growing team. This is a fantastic opportunity for someone looking to take the next step in their career, joining a high-quality business that genuinely invests in its people and offers excellent long-term progression opportunities. You''ll work closely with an Adviser, providing high-quality administrative support across the full financial planning process and helping to deliver an excellent service to clients. THE ROLE Your responsibilities will include: Providing full administrative support to Advisers Preparing for client meetings, including reports and documentation Managing Adviser diaries and coordinating client meetings Preparing and processing client documentation Liaising with clients, providers and other third parties Updating and maintaining the CRM system Processing new business and client withdrawal requests, while ensuring cases progress smoothly Supporting Advisers throughout the full financial planning process Providing a consistently high level of service to clients WHO THEY''RE LOOKING FOR We''re looking for an experienced Financial Planning Administrator who is organised, proactive and confident dealing with clients and providers. You''ll ideally have experience within a financial planning or wealth management environment and be ..... full job details .....