At a Glance
- Tasks: Be the go-to person for client queries and support financial advisers.
- Company: Join a modern, growing wealth planning firm in Stockbridge.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on client satisfaction.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial planning and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Grove Talent Solutions in Stockbridge, Winchester, is seeking an experienced Financial Planning Administrator to join a modern, growing wealth planning firm.
You will be the main contact for client queries about pensions, investments and protection products, and you'll liaise with product providers.
The role supports advisers and paraplanners, processes new business applications, prepares client reviews, arranges meetings, maintains records, and ensures service levels meet company procedures.
#J-18808-Ljbffr
Wealth Planning Administrator | Client Service BackOffice in Stockbridge 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.
