Financial Planning Administrator - Stunning offices on outskirts of Sunderland Tempest Jones are excited to be recruiting for is a thriving national chartered financial planning practice specialising in provision of advice on whole of market pensions, investments, mortgages, and protection. They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios. This role offers an exceptional opportunity to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship. On offer: * £Competitive * Study support toward the Diploma in Financial Planning * Full training * Multiple career progression opportunities at head office * Hybrid working * Free parking * Competitive benefits package Key Responsibilities: * Managing both new and existing client accounts * Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments * Accessing provider platforms to gather essential information * Processing business accurately and promptly in line with compliance guidelines * Document preparation, scanning, and data input as required * Diary management and other ad hoc tasks as requested by advisers * Answering telephones professionally and courteously, providin...