Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Financial Planning Administrator (Full-Time)Location: Loughborough - HybridSalary:Up to £30,000. Why Join Us?We''re looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth management firm. You''ll be part of a team of advisors and paraplanners delivering high-quality financial planning services. Your work will directly impact client satisfaction, and your development will be supported with study resources and career progression opportunities.Benefits:34 days holiday including bank holidays, increasing at 3 and 5 yearsOption to buy or sell up to 5 days per yearPension auto-enrolment with enhanced contributionsLife insurance (4x salary) and income protection (60% salary)Employee assistance program - 24-hour confidential supportFlexible working, including homeworkingSupport for professional development and exam fundingFriendly and collaborative team environmentAbout the Role:As a Financial Planning Administrator, you will manage a portfolio of clients alongside a financial planner and paraplanner. Your role is hands-on, varied, and client-focused, ensuring plans are implemented accurately and efficiently.Key Responsibilities:Deliver exceptional client service as part of a three-person teamImplement clients'' financial plans and manage ongoing serviceLiaise with clients via telephone and email; prepare meetings and packsGather, input, and maintain accurate ..... full job details .....