Job Title: Financial Planning AdministratorLocation: Wakefield, West Yorkshire (Hybrid Working Available)Sector: Financial Services / Wealth ManagementEmployment Type: Full-Time, Permanent
Overview:We are working in partnership with a well-established and forward-thinking financial services firm based in West Yorkshire. This firm is known for its client-centric approach and commitment to delivering high-quality financial planning and wealth management services. They are currently seeking a detail-oriented and proactive Financial Planning Administrator to join their collaborative team at their Wakefield office.
This is a key support role within the business, ensuring the smooth delivery of financial advice and ongoing client servicing through efficient administrative processes and excellent client care.
Key Responsibilities:
Client Onboarding & Administration:
1. Prepare comprehensive welcome packs for new clients, ensuring all documentation is accurate and compliant.
2. Manage the processing of authority forms to enable adviser-client third-party communication.
3. Support the collection and collation of client data for use in financial planning.
4. Maintain and update client records across internal systems with a high degree of accuracy.
5. Conduct product a...