Financial Planning AdministratorLocation: Worcester (Office-based, Monday to Friday)Salary: Up to £31,000 per annum + full company benefits
An established and respected wealth management firm is looking to recruit a professional and detail-oriented Financial Planning Administrator to join their team in Worcester. This is a permanent, full-time, office-based role offering a clear opportunity to grow within a reputable and supportive environment.
The Role
As a Financial Planning Administrator, you will play a key role in supporting Wealth Planners in delivering an exceptional client experience. You’ll manage a wide range of administrative tasks including preparing client documentation, liaising with providers, maintaining client records, and supporting the end-to-end wealth planning process.
Key responsibilities include:
1. Providing administrative support to Wealth Planners
2. Attending client meetings and completing follow-up tasks
3. Preparing documentation, application forms, and service agreements
4. Managing client communications and correspondence
5. Coordinating meeting packs, valuations, and diary management
6. Ensuring all data is accurately recorded in internal systems (e.g. XPlan)
7. Assisting with onb...