Our client is a financial planning firm that puts people before products - and this Financial Planning Administrator role is key to making that approach a reality for clients every day.The business focuses on helping clients feel clear, confident and in control of their future through proper financial planning, wealth management and lifestyle modelling. Money is seen as a means, not the end goal, with advice built around clients'' lives rather than just their portfolios.With a strong reputation for client service and long-term relationships, this opportunity offers the chance to join a firm that genuinely delivers high-quality financial planning.The OpportunityAs a Financial Planning Administrator, you''ll sit at the heart of the client journey, supporting Financial Planners while acting as a reliable and friendly point of contact for clients.This is a role where detail matters, relationships matter, and doing things properly matters. You''ll be the person ensuring that what''s agreed in meetings is followed through accurately and on time.Key ResponsibilitiesPreparing client review packs and maintaining accurate, up-to-date CRM recordsManaging Letters of Authority (LOAs), chasing providers, and ensuring all information is completeProcessing new business across pensions, investments, and protectionSupporting planners with lifestyle modelling outputs to ensure recommendations are correctly implementedMonitoring service standards and making sure nothing slips through the ..... full job details .....