Wealth Planning Administrator

Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcomeSalary: Up to £26,000 - £30,000Outskirts Wolverhampton, West MidlandsLooking to build a career in Wealth Planning?Do you already have experience within financial services and want to move into a financial planning/ IFA environment?Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning.This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways.About the CompanyThis is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning.The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning.The RoleYou''ll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients.Reviewing and correcting client cash accountsSubmitting and implementing new businessSupporting advisers and paraplanners with client administrationMaintaining accurate client records using systemsManaging your own workload to meet service level expectationsEscalating any issues that may impact delivery to your Team LeaderCollaborating with colleagues ..... full job details .....