Financial Planning Admnistrator

Job: Financial Planning Administrator

Location: Halesowen

Salary: Negotiable

Role Description

A 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.

Responsibilities

• Processing new business applications
• Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
• Arranging client meetings and managing Advisers’ diaries
• Completing portfolio illustration requests
• Providing comprehensive back-office support
• Ensuring all financial planning administration is completed in line with company procedures
• Corresponding with clients in both written and verbal formats
• Maintaining accurate, compliant, and well-presented client records on company systems

Key Requirements

• Previous experience working within a Financial Planning firm (essential)
• CII Le...