Financial Planning Administrator Burnham-on-Sea £30,000 - £36,000 (DOE)We are seeking an experienced Financial Planning Admin to join a well-established financial planning business. This is a varied, central role combining client interaction, technical administration, and operational support.The RoleYou will be responsible for:Acting as the first point of contact for clients, including calls and front-of-house supportPreparing client meeting packs, regulatory documents, and portfolio reportsManaging Letters of Authority and liaising with providers for informationSupporting advisers with research using industry platforms and toolsProcessing applications, withdrawals, and transactions across investment platformsMaintaining accurate client records and updating systems throughout the advice processChasing providers and managing workflows to ensure timely completion of casesHandling sensitive documentation including identification and policy paperworkSupporting business reporting, including income tracking and client servicing activityManaging post, correspondence, and general office organisationAbout YouWe are looking for someone who is:Highly organised with strong attention to detailConfident communicating with clients face-to-face and over the phoneAble to manage multiple tasks in a structured, regulated environmentProactive and able to work independently as well as part of a teamExperience (desirable)Previous experience within financial services or an IFA ..... full job details .....