Financial Planning Administrator - up to £30,000 plus Bonus and benefits Sunderland - Hybrid Working An excellent opportunity has arisen for a Financial Planning Administrator to join a well-established Wealth Management firm in Sunderland. This role is ideal for a proactive and detail-oriented professional looking to develop a career in financial services administration. The firm is known for delivering high-quality client service and tailored financial planning solutions. The Role As a Financial Planning Administrator, you will play a key role in supporting Advisers and Client Relationship Managers to ensure exceptional client service and smooth administrative processes. This is a varied role that involves handling client documentation, maintaining records, and being the first point of contact for client queries. Key Responsibilities Prepare and process client documentation, including KYC and AML information Maintain accurate and compliant client records Handle client queries via phone, email, and in person, ensuring timely resolutions Schedule client meetings and manage adviser diaries Maintain CRM systems and track ongoing tasks, escalating urgent matters when necessary Support advisers in preparing client review packs and financial documents Assist with new business processing, policy amendments, and fund switches Liaise with product and platform providers to obtain policy information Provide general office support, including greeting clients, managing supplies, and coordinating internal meetings What We’re Looking For Previous office experience preferred, ideally in financial services or administration Experience with data entry, CRM systems, and client interaction beneficial but not essential Strong attention to detail and ability to manage multiple tasks efficiently Excellent communication and organisational skills A positive attitude and willingness to learn within a supportive team environment Package and Benefits Salary - £25,000 to £30,000 Hybrid Working - Flexibility to work from home up to three days per week 25 days holiday wellbeing day Company pension scheme Death in service cover Study support for further development This is an excellent opportunity to join a progressive and supportive firm, offering career growth and professional development in a dynamic working environment. Apply today to find out more.