Financial Planning Admnistrator

Job: Financial Planning Administrator

Location: Worthing

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-off...