Financial Planning Administrator | Milton Keynes | £40,000 A growing wealth management firm is looking for a Financial Planning Administrator to join their team in Newcastle-Under-Lyme. The role: Key point of contact for client queries on pensions, investments and protection, with responsibilities including: Processing new business and maintaining client records Handling calls, emails, and client correspondence Preparing client review packs and portfolio illustrations Liaising with product providers and supporting advisers/paraplanners Coordinating client meetings and managing adviser diaries Ensuring all administration is compliant and accurate The person: Previous experience in a financial planning firm is required. Strong organisational skills, a proactive attitude, and excellent communication are key. Knowledge of IO and platforms is ideal, with CII qualifications (or a willingness to work towards them, paid by the business) an advantage. The benefits: 25 days holiday bank holidays, birthday day off, holiday purchase scheme, life assurance & pension, professional exam support, in-house training, annual salary review, and clear progression opportunities into Paraplanning or Advisory. Unsure if you should apply? Or you don't have a CV? No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.