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Permanent

Financial Planning Administrator

Cambridge
money-bag 20000.00-20000.00 Annual
3085434554
Posted Today

Financial Planning AdministratorLocation: CambridgeSalary: Up to £25,000A leading financial planning business is seeking a Financial Planning Administrator to join its growing team based in Cambridge.This is a great opportunity to join a well-established and highly respected wealth management firm that prides itself on delivering high-quality financial advice and exceptional client service. The successful candidate will play an important role supporting advisers and paraplanners, ensuring a smooth and efficient client journey.The RoleAs a Financial Planning Administrator, you will provide essential administrative support to the financial planning team, assisting with the preparation and processing of client cases across pensions, investments, and protection.This role would suit someone with previous financial planning administration experience who is looking to develop their career within a professional and supportive environment.Key ResponsibilitiesProviding administrative support to financial advisers and paraplannersProcessing new business applications across pensions, investments, and protectionPreparing client documentation and maintaining accurate recordsLiaising with providers, clients, and internal teamsManaging client files and ensuring compliance with internal proceduresAssisting with the preparation of suitability reports and review documentationRequirementsPrevious experience working as a Financial Planning Administrator within a financial planning or wealth ..... full job details .....

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