Financial Planning Administrator - Home Based

Our client is a highly successful, Chartered and fully independent wealth management organisation. Due to continued growth, they are now seeking to recruit an additional Financial Planning Administrator to join a busy team.

This is an exciting opportunity to become part of a growing firm with an outstanding reputation in the industry. You will work closely with a team of successful Financial Planners, playing an integral role in the advice process and ensuring a seamless client experience.

The Role:

• Provide administrative support to Financial Planners and the wider support team
• Prepare and maintain client records and documentation
• Liaise with providers, clients, and internal teams to ensure smooth case progression
• Support the production of client reports and presentations
• Contribute to the delivery of an excellent client service at all times

About You:

• Previous administration experience within financial planning, wealth management, or a related professional services environment
• Strong organisational skills with excellent attention to detail
• Confident communicator, able to build relationships with clients and colleagues
• Proficient IT skills, including Microsoft Office
• A team player with a proactive, flexible attitude
• Able to work autonomously from home

What's on Offer:

• Basic salary to £27,000 (dependent on experience)
• Discretionary annual bonus
• Strong company benefits package
• Flexible working hours with start/finish time adjustments available
• Home based role with occasional travel to the office for training and team meetings

This is a fantastic opportunity for an Administrator who wants to be part of a forward-thinking, client-focused wealth management practice, where your contribution will be valued and your career supported.