Location: Offices near SuttonSalary: Up to £40,000 basic + bonusWorking Arrangement: Office-based / supportive boutique environmentThe OpportunityMy client, a boutique wealth planning firm based near Sutton, is looking to hire an experienced Financial Planning Administrator with SJP experience to support the Managing Director on a 1-2-1 basis.The firm provides holistic financial planning to high-income professionals, local families and SME owners across London, Surrey and Sussex. Currently advising around 160 clients, the business delivers advice across pensions, investments, tax planning, cashflow modelling, retirement planning and protection.This is a newly created position offering the opportunity to become a key part of a close-knit firm, working directly with the Managing Director and playing an important role in maintaining a smooth and efficient client service function.The RoleYou will be responsible for end-to-end administration while supporting the Managing Director with the day-to-day management of client affairs.Key responsibilities include:Preparing pre-meeting documentation and supporting meeting preparationDrafting basic suitability lettersOnboarding new clients and managing documentationUpdating and maintaining the CRM systemEnsuring efficient back-office processes and client servicingProviding general administrative support to the Managing DirectorAbout YouAt least 1 years'' experience within a financial planning / wealth management administration ..... full job details .....