Financial Planning Administrator to Paraplanner - Hybrid Working - Salary to £40,000+..

Full Study Support + Clear Career ProgressionOur client is a well-established and highly respected financial planning firm in London, who is looking to welcome a Financial Planning Administrator into their team.Their team takes a very client-centric approach to financial planning, focusing on understanding what matters most to clients and helping them feel confident about their future through clear planning and long-term advice.With an exceptionally loyal client base and consistently strong feedback, this is a business that truly values long-term relationships and high service standards. This role plays a key part in making sure that experience stays consistent for every client.The RoleYou''ll sit at the heart of the client journey, supporting Financial Planners and acting as a trusted point of contact for clients.Typical responsibilities as a Financial Planning Administrator include:Preparing client review packs and maintaining accurate CRM recordsManaging Letters of Authority and liaising with providers to gather informationProcessing new business across pensions, investments, and protectionEnsuring client documentation is accurate and aligned with the financial planMonitoring service standards and keeping client work on trackHandling client and provider queries in a professional and friendly mannerYou''ll be the person ensuring that agreed plans are implemented smoothly, on time and accurately.About YouYou''ll likely bring:2+ years'' experience as a Financial Planning ..... full job details .....