Financial Planning Admnistrator

Job: Financial Planning AdministratorLocation: Halesowen (Hybrid working available)Salary: NegotiableRole DescriptionA well-established and growing financial planning firm is seeking an experienced Financial Administrator to join its team due to continued expansion. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.ResponsibilitiesProcessing new business applicationsAssisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packsArranging client meetings and managing Advisers'' diariesCompleting portfolio illustration requestsProviding comprehensive back-office supportEnsuring all financial planning administration is completed in line with company proceduresCorresponding with clients in both written and verbal formatsMaintaining accurate, compliant, and well-presented client records on company systemsKey RequirementsPrevious experience working within a Financial Planning firm (essential)CII Level 3 qualification in Financial Administration preferred (training support available)Working knowledge of Intelligent Office (IO) and platform experience would be advantageousStrong ability to manage and prioritise workloads effectivelyExcellent communication, planning, and ..... full job details .....