Wealth Planning Administrator

Wealth Planning AdministratorHailsham£26,000 - £30,000 (depending on experience)Full-time, office-based with hybrid options availableAre you a wealth planning administrator looking for a company who really value and reward their team? Are you looking for your next wealth planning admin role where you can increase your technical skills?If you''re already working within wealth management administration role, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the companyWe''re working with an established wealth management practice based in Hailsham, currently made up of eight Financial Advisers and a dedicated support team. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a realemphasis on working together and helping each other succeed.For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The roleYour responsibilities will include:Acting as a key point of contact for clients and providersProcessing new business applications and tracking cases through to completionPreparing pre- and post-meeting documentationMaintaining accurate client records and back-office systemsSupporting annual review processesDrafting client correspondence and assisting ..... full job details .....