At a Glance
- Tasks: Support clients with pensions, investments, and protection products while ensuring top-notch service.
- Company: Join a modern and growing financial planning practice in Crowborough.
- Benefits: Enjoy 25 days of study support and a supportive work environment.
- Other info: Great opportunity for career growth in a dynamic team.
- Why this job: Be the go-to person for client queries and make a real difference in their financial journey.
- Qualifications: Strong communication skills and a passion for financial services.
The predicted salary is between 30000 - 40000 £ per year.
Grove Talent Solutions seeks a Financial Planning Administrator in Crowborough to join a modern, growing financial planning practice.
You will be the main contact for client queries about pensions, investments and protection products, and you will liaise with product providers to keep the service levels high.
This role focuses on delivering accurate back-office support, processing new business, arranging meetings, and preparing client review packs while maintaining compliant records.
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Wealth Planning Administrator — Study Support & 25 Days in Crowborough employer: Grove Talent Solutions
Join a modern, independent financial planning firm in Kettering that prioritises employee growth and development. With a strong focus on training, exam support, and a collaborative work culture, this role as a Junior Paraplanner offers a unique opportunity to advance your career in a supportive environment. Experience the benefits of working in a professional setting that values accuracy, compliance, and teamwork, making it an excellent employer for those looking to make a meaningful impact in financial services.
