About

Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients.We’re seeking a professional, organised, and proactive individual to provide essential support to our team of Financial Advisers and Paraplanners, helping to deliver exceptional client service and efficient business operations.Key ResponsibilitiesProvide comprehensive administrative and business support to Financial Advisers, working towards shared business goalsProcess new business and client valuations accurately and efficientlyMaintain and update client records and information systemsIssue and chase Letters of AuthorityLiaise with clients to obtain financial information and documentationEnsure all client documents and queries are processed promptly and accuratelyDeliver exceptional service to clients and colleagues alikeAbout YouExperience working in Financial Services administrationStrong knowledge of Microsoft Office, especially OutlookExcellent attention to detail, communication, and organisational skillsA proactive mindset with a desire to learn and progressWhat’s on OfferA generous basic salary and benefits packageSupport for industry exams and career progression into ParaplanningA collaborative, innovative team cultureHybrid working - 3 days in the office, 2 days from homeJoin a dynamic, client-focused team that values personal development and continuous improvement.By applying for this role, you agree that we may hold and process your details in line with our Priva