Our client an award winning, chartered and highly respected financial planning practice is seeking to recruit a Financial Planning Administrator to join their friendly team. The business has an excellent name in the industry, they are committed to providing first class holistic financial advice to their portfolio of HNW and UHNW clients.Role overview As a Financial Services Administrator, you will play a crucial role in supporting the overall practice. You will work very closely with a senior financial planner, providing essential support and liaising with high-net-worth (HNW) clients. This position is integral to ensuring the smooth operation and success of the practice.Key ResponsibilitiesProvide comprehensive administrative supportManage and maintain accurate client documentation and recordsCoordinate and schedule meetings, prepare reports, and handle correspondenceLiaise with clients, addressing queries and providing timely updatesAssist in the preparation and review of financial plans and reportsEnsure compliance with all regulatory requirements and company policiesIdeal candidate The ideal candidate will have a background in financial planning. However, candidates from wider financial services backgrounds such as investments, pensions, life and platform companies are also encouraged to apply. Additionally, ambitious graduates with relevant degrees in Economics, Mathematics, or Business who are eager to enter the financial services industry are welcome.Qualifications and