Financial Planning Administrator

Support a team of experienced Financial Planners working with high net worth clients, within a well structured and well resourced private wealth environment.This is a strong opportunity for an experienced Financial Planning Administrator who enjoys working closely with advisers and playing a key role in delivering a high quality, efficient client experience.You''ll be part of a professional support team where processes, systems and workflow are clearly defined, allowing you to focus on delivering excellent outcomes rather than firefighting.You''ll support Partners working with high value client relationships, helping to manage the full client journey from pre meeting preparation through to new business completion and ongoing servicing.About the firmOur client is a well established national financial planning firm with a strong presence across the UK. They have built a reputation for delivering high quality advice to high net worth clients, supported by robust internal processes and a collaborative team structure.The culture is professional, supportive and team led, with a clear focus on service excellence and long term client relationships. The business invests heavily in systems, training and development to ensure staff are equipped to deliver at a high standard.What you''ll doProvide day to day administrative support to Financial Planners, acting as a key point of contactPrepare for client meetings, including gathering information and producing client packsManage the end ..... full job details .....