Financial Planning Administrator - Wealth Management Hertford, circa £35,000 + Benefits

A well-established and highly regarded Independent Financial Adviser based in Hertford is seeking an experienced Senior Financial Planning Administrator to join their growing team.This is an excellent opportunity for a career administrator looking to take the next step within a professional and supportive environment where client service is at the heart of everything they do.The OpportunityWorking closely with Financial Advisers and Paraplanners, you will play a key role in ensuring the efficient delivery of advice and outstanding client service. You will be responsible for managing the administration process from initial application through to completion, while helping to maintain high standards across the business.Key ResponsibilitiesProcessing new business across pensions, investments and protectionManaging provider and platform correspondencePreparing client review documentation and meeting packsMaintaining accurate client records and updating the CRM systemMonitoring and progressing cases through to completionLiaising with clients, providers and advisers to resolve queriesSupporting ongoing client servicing and review processesAssisting with workflow management and process improvementsProviding guidance and support to less experienced administrators where requiredCandidate RequirementsThe successful candidate will possess:Previous experience within an IFA, Wealth Management or Financial Planning environmentStrong knowledge of pensions, investments and financial planning ..... full job details .....