Financial Planning Admnistrator

Job: Financial Planning AdministratorLocation: Stokenchurch (Hybrid)Salary: NegotiableRole DescriptionA modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. 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 annual client review packsCompleting portfolio illustration requestsProviding comprehensive back-office supportCorresponding with clients in both written and verbal formatsArranging client meetings and managing Advisers'' diariesMaintaining accurate, compliant, and well-presented client records on company systemsKey RequirementsPrevious experience working within a Financial Planning firm (essential)Working knowledge of Intelligent Office (IO) and platform experience would be advantageousStrong ability to manage and prioritise workloads effectivelyExcellent communication, planning, and organisational skillsStrong analytical and problem-solving abilitiesBenefitsProfessional industry exams and study supported25 days'' holiday and ability to purchase more holiday (excluding bank ..... full job details .....