Job: Financial Planning AdministratorLocation: Halesowen (Hybrid working available)Salary: NegotiableRole DescriptionA well-established and growing financial planning firm is seeking an experienced Financial Administrator to join its team due to continued expansion. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.ResponsibilitiesProcessing new business applicationsAssisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packsArranging client meetings and managing Advisers'' diariesCompleting portfolio illustration requestsProviding comprehensive back-office supportEnsuring all financial planning administration is completed in line with company proceduresCorresponding with clients in both written and verbal formatsMaintaining accurate, compliant, and well-presented client records on company systemsKey RequirementsPrevious experience working within a Financial Planning firm (essential)CII Level 3 qualification in Financial Administration preferred (training support available)Working knowledge of Intelligent Office (IO) and platform experience would be advantageousStrong ability to manage and prioritise workloads effectivelyExcellent communication, planning, and organisationa