At a Glance
- Tasks: Provide essential back-office support for pensions, investments, and protection products.
- Company: Join Grove Talent Solutions, a dynamic team in Droitwich.
- Benefits: Enjoy competitive pay, professional development, and a supportive work environment.
- Other info: Great opportunity for career growth in the financial services sector.
- Why this job: Be a key contact for clients and make a real difference in their financial planning.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 25000 - 35000 £ per year.
Grove Talent Solutions is seeking a Financial Planning Administrator in Droitwich to provide essential back-office support for pensions, investments and protection products.
You will act as a key point of contact for client queries and collaborate with Paraplanners and Advisers.
The role focuses on processing new business, preparing client review packs, arranging meetings, maintaining compliant client records and delivering a high standard of service to clients and internal stakeholders.
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Wealth Planning Administrator | Client Service & Support employer: Grove Talent Solutions
Join a modern and growing financial planning firm in Sheffield, where your role as an IFA Administrator will be pivotal in delivering exceptional service to clients. With a strong emphasis on professional development, the company offers support for industry qualifications and fosters a collaborative work culture that values communication and teamwork. Enjoy the benefits of a supportive environment that prioritises employee growth and well-being, making it an excellent place for those seeking a rewarding career in wealth management.
