We are proud to partner with a leading Financial Planning firm to recruit a proactive and detail-oriented Financial Planning Administrator. This role provides an excellent opportunity to advance your career in financial services administration while contributing to a dynamic, supportive, and client-focused environment. The Role As a Financial Planning Administrator, you will play a crucial role in ensuring smooth operations and exceptional service delivery. Key responsibilities include: Client Support: Communicate with clients, providing updates and responding to non-advisory queries in a professional manner. Adviser Assistance: Liaise with financial advisers to ensure the timely and efficient completion of tasks. Document Management: Handle post, prepare client documents for meetings, and maintain client files to company standards. Process Coordination: Submit and monitor new business cases, ensuring adherence to compliance guidelines and recording progress in company systems. Preparation for Paraplanning: Ensure all necessary information is available for the completion of recommendation reports. Client Servicing: Support regular client review processes, including preparing portfolio valuation reports and regulatory disclosures. General Support: Assist with office tasks, such as welcoming clients, managing enquiries, and providing support across departments as needed. What You’ll Bring Essential: Strong organisational skills with excellent attention to detail. Experience of working within a financial planning firm. Understanding of UK financial regulatory requirements. Exceptional communication skills, both written and verbal. Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint). GCSE Grade 4 or above (or equivalent) in English Language and Mathematics. Desirable: Ability to prioritise workloads and adapt to a fast-paced environment. Analytical mindset with a focus on problem-solving. Willingness to collaborate across teams and provide support when needed. Commitment to professional development and ongoing training. What’s in It for You? Competitive Salary: Neogtiable salary dependent on experience Flexible Working: Hybrid working options allow you to balance office and home-based work. Generous Benefits: 28 days annual leave (plus Bank Holidays), with the option to purchase an additional 5 days. Pension scheme with 5% employer contribution. Group Life Cover (4x salary). Comprehensive sick pay scheme. This role is perfect for experienced financial services administrators eager to thrive in a professional and growth-oriented environment.