Financial Planning Administator
Planning Support Administrator in St AlbansUp to £32,000 + Hybrid Working + Excellent BenefitsAre you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression?A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in St Albans.This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development.The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions.The OpportunityWorking closely with advisers, paraplanners and the wider support team, you will play a key role in ensuring clients receive a first-class service throughout the financial planning process.Responsibilities will include:Supporting advisers and paraplanners with client onboarding and ongoing administrationProcessing new business across pensions, ISAs, GIAs and bondsMaintaining and updating client records using CRM systemsCommunicating with clients via telephone and emailLiaising with providers to obtain policy information and progress casesBenefitsSalary up to £32,000Hybrid working 25 days holiday + bank ho
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