Financial Administrator

Provide full administrative support to advisers and paraplanners by preparing and processing new business applications, client reviews, and policy administration. Maintain and update client records and financial planning systems with accuracy while producing valuations, illustrations, and reports as required. Liaise with providers, clients, and other stakeholders to obtain policy information and updates, ensuring compliance and regulatory requirements are met. Handle correspondence via phone, email, and post to ensure queries are dealt with promptly, and support the preparation of client meetings by producing packs and documentation. This role is part of a growing financial planning team focused on enabling the smooth delivery of financial advice and providing an excellent client experience.