Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field.

Key Responsibilities

* Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation

* Maintain accurate and up-to-date client records and financial information within back-office systems

* Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant

* Manage new business processing, proactively progressing cases and chasing providers

* Liaise with pension providers, platforms, and third parties to obtain updates and information

* Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing