Job: Financial Planning Administrator
Location: Milton Keynes
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 Fi...
Financial Planning Admnistrator employer: Grove Talent Solutions Careers
Join a dynamic architectural consultancy in Portishead, Bristol, where your skills as an Architectural Technician will be nurtured in a collaborative and supportive environment. With a strong focus on professional growth, you'll have the opportunity to engage in diverse residential and commercial projects while working alongside experienced colleagues who are committed to high-quality design and technical excellence. Enjoy a culture that values clear communication and pride in craftsmanship, making this an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Grove Talent Solutions Careers Recruitment Team
