Financial Planning Administrator

Financial Planning Administrator

Are you an organised and detail-oriented administrator who enjoys delivering exceptional client service?

We're looking for an Financial Planning Administrator to join our growing financial planning team and work within Adviser Support. This is a key role that supports our Financial Planners and Associate Financial Planners in delivering a first-class experience to clients.

As the central point of administration for a defined client bank, you'll help ensure client records are maintained to the highest standards, support the implementation of financial planning recommendations and play an important role in keeping our service running smoothly and efficiently.

What you'll be doing

* Supporting advisers and planners with day-to-day client administration

* Processing new business and liaising with financial product providers

* Preparing client valuations and annual review meeting packs

* Maintai...

Ready to Apply?

Submit your application today and join our talented team at Lime Professional Services.

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