We’re currently working with an award winning Wealth Management business, to recruit for a Financial Planning Administrator based in Fareham, offering a base salary of up to £30,000 (potentially higher for exceptional candidates). The Role As a Financial Planning Support team member, you will play a critical role in providing comprehensive support to Financial Planners, ensuring clients receive the best possible service. Key responsibilities include: Building and maintaining strong relationships with Financial Planners and their clients. Collaborating with colleagues and support teams to ensure efficient administration that meets deadlines and service level agreements (SLAs). Assisting with client bank management, ensuring data accuracy, client segmentation, and excellent service delivery. Supporting the scheduling and preparation of annual reviews and client meetings. Managing diaries, coordinating schedules, and booking appointments as needed. What’s On Offer This role provides an excellent opportunity to work within a supportive and growth-oriented financial planning team, with the potential to make a significant impact on service delivery and client satisfaction. Package and Benefits Base Salary : Up to £30,000 (higher for exceptional candidates). Hybrid Working : A balanced approach to home and office work. Work Anywhere : Opportunity to work anywhere in the EU for up to four weeks per year. Bonus : Discretionary annual bonus. Pension : Employer contribution of 6% (with 3% employee contribution). Holiday : 26 days, with the option to buy and sell holiday. Private Medical Insurance Life Assurance Group Income Protection Ideal Candidate The successful candidate will be organised, detail-oriented, and skilled in building and maintaining client relationships. Proficiency with Microsoft Office Suite and a collaborative approach to teamwork are essential. Experience in financial planning, wealth management, or a similar industry role is advantageous. This is a fantastic opportunity to join a well-regarded team and grow your career within a collaborative, client-focused environment.