Wealth Planning Administrator | Client Service & Support

Grove Talent Solutions; Droitwich Spa; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Life assurance

Pension

Salary reviews

Holiday allowance

Job summary

Grove Talent Solutions is seeking a Financial Planning Administrator in Droitwich to provide essential back-office support for pensions, investments and protection products. You will act as a key point of contact for client queries and collaborate with Paraplanners and Advisers.

The role focuses on processing new business, preparing client review packs, arranging meetings, maintaining compliant client records and delivering a high standard of service to clients and internal stakeholders.

Qualifications

• Experience in a Financial Planning firm is essential.
• CII Level 3 qualification in Financial Administration preferred (training support available).
• Knowledge of Intelligent Office (IO) or similar platform is advantageous.

Responsibilities

• Process new business applications.
• Assist Paraplanners and Advisers with client review packs.
• Arrange client meetings and manage Advisers' diaries.
• Complete portfolio illustration requests.
• Provide comprehensive back-office support.
• Ensure all financial planning administration aligns with procedures.
• Correspond with clients in writing and verbally.
• Maintain accurate, compliant client records on systems.

Skills

Communication skills

Organisation

Analytical

Prioritisation

Client servicing

Education

CII Level 3 qualification in Financial Administration

Tools

Intelligent Office (IO)

Job description

Grove Talent Solutions is seeking a Financial Planning Administrator in Droitwich to provide essential back-office support for pensions, investments and protection products. You will act as a key point of contact for client queries and collaborate with Paraplanners and Advisers.

The role focuses on processing new business, preparing client review packs, arranging meetings, maintaining compliant client records and delivering a high standard of service to clients and internal stakeholders.