Financial Planning Administrator
Client Services AdministratorLeamington SpaAn established, UK-wide independent financial advice firm is seeking a Client Services Administrator to join its growing team.This is a client-focused administrative role that supports Financial Advisers in providing excellent service andThe business supports both individual and corporate clients with tailored advice across investments, pensions, savings, retirement planning, and employee benefits.The organisation is known for smooth processes, strong culture, and commitment to long-term client relationships.To be considered for this position:Basic knowledge of financial planning products and provider platforms.Understanding of FCA regulatory requirementsStrong organisational skills and the ability to prioritise work.Excellent communication skillsConfidence using back-office systems and technology.BenefitsDiscretionary employee share participation scheme.Generous holiday allowance (including holiday trading).Ongoing professional development support with structured progression pathways.Agile working model.PensionPrivate Medical InsuranceDeath in Service CoverGroup Income ProtectionCritical Illness CoverApply today - this is an excellent opportunity for a financial services administrator looking to join a well-structured, growing wealth management business with clear career progression and strong employee benefits.For further information or a confidential discussion, please get in touch.
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