Are you a financial planning administrator looking for a new role with opportunities to develop your career, with a hybrid working pattern Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: Working primarily with one Financial Planner Processing and submitting new business and monitoring the progress. Dealing with investment, pension, and protection business. Liaising with clients and delivering a full customer service. Preparing valuation reports, performance documentation and review checklists. Processing and monitoring switches with providers or electronically. Updating Curo back-office systems. The candidate: Good working knowledge of Microsoft Office & Outlook Relevant experience within financial services / wealth management Experience with IFA back-office systems would be an advantage This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Hybrid working can be offered with this role, in the office 2 days per week. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.