Financial Planning Administrator Location: Knutsford Salary: Up to £32,000 Company Benefits Annual Bonus Are you an experienced Financial Planning Administrator looking to take the next step in your career? Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their busy Knutsford offices. About the Role: As a Financial Planning Administrator, you will be an integral part of the Wealth Management team, providing high-quality administrative support to Financial Advisors and clients. You’ll play a key role in ensuring the smooth processing of financial planning cases, from client onboarding to ongoing portfolio management. Key Responsibilities: Supporting Financial Advisors with preparation of client reports and documentation Liaising with clients, financial institutions, and internal teams to ensure accurate and timely processing of new business applications Obtaining client policy information Letters of Authority Use of various provider Platforms Managing client correspondence and maintaining up-to-date client records Preparing reports and financial summaries to assist with meetings and reviews Ensuring compliance with regulatory standards and company procedures What They're Looking For: Previous experience in a financial planning or wealth management environment Excellent organisational skills and attention to detail Proficiency with financial planning software and MS Office suite Strong communication and interpersonal skills to liaise effectively with clients and colleagues Ability to manage multiple tasks and deadlines in a fast-paced environment On Offer: Competitive salary up to £32,000, depending on experience Attractive company benefits including a pension scheme, private healthcare, and more Annual performance-related bonus A supportive and collaborative work culture with opportunities for career development Study support towards CII Diploma Regulated Financial Planning Full time or Part time (4 days per week) considered Flexible hybrid working available after probationary period Why Join them? As part of one of the UK's most respected Wealth & Investment Management firms, you’ll be joining a team that values excellence and client service. This company invest in their people and offer opportunities for professional development in a dynamic and thriving environment.