Financial Services Administrator

A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bracknell. This is an exciting time to join a growing and well-established wealth management firm with an excellent reputation for client service and employee development.You will be joining a collaborative and high-performing team, providing essential administrative support to experienced Paraplanners and highly successful Financial Planners. The business prides itself on delivering a high-quality, personalised service to clients, and you will play a key role in ensuring the smooth day-to-day running of the advice process.Key Responsibilities:Providing administrative support across the financial planning processManaging annual reviews and preparing client documentationProcessing change of address updates and maintaining accurate client recordsHandling general client servicing and administrative tasksLiaising with providers, platforms, and internal teams to ensure efficient case progressionAbout You:Previous experience within financial planning or the wider financial services sectorCandidates from pensions, investments, platforms, or mortgage backgrounds will also be consideredStrong organisational skills with excellent attention to detailA proactive and team-oriented approachConfident communication skills and a client-focused mindsetWhat''s on Offer:Basic salary up to £32,000Hybrid working - 3 days in the office and 2 days ..... full job details .....