An award-winning wealth management firm in Welwyn is seeking an experienced Financial Advisory Administrator to join their growing team. This is an excellent opportunity to work with a company that combines cutting-edge technology with personalized service delivery in financial planning. Working closely with Financial Planners and Paraplanners, you'll be responsible for managing client relationships, maintaining back-office systems, and supporting the delivery of comprehensive financial planning services. The role offers exposure to investment products, pension administration, and wealth management solutions. Client Service & Communication Act as first point of contact for client queries Manage client correspondence and communications Handle information requests professionally and promptly System Management Maintain back office systems with accurate data Update client records and documentation Ensure all client information is current and compliant Provider Interaction Liaise with third party providers Generate and process client illustrations Coordinate with external stakeholders Documentation Support Produce client administration documents Prepare correspondence for client communications Maintain accurate filing systems Financial Planning Support Work with financial planning team Assist with client meeting preparation Support paraplanning requirements Client Onboarding Process new client documentation Complete onboarding requirements Set up client records on systems Meeting Preparation Prepare documents for client meetings Generate illustrations and reports Compile relevant client information Project Support Assist with office projects Support marketing initiatives Help meet client deadlines Administrative Excellence Maintain high attention to detail Follow compliance procedures Ensure timely completion of tasks Team Collaboration Work closely with financial planners Support paraplanning team Contribute to team objectives This position offers: • Career development opportunities • Training and mentoring • Modern, technology-driven environment • Supportive team culture • Investment in your professional growth If you have experience in financial services administration and are looking to develop your career with a forward-thinking wealth management firm, we want to hear from you.

The ideal candidate will bring financial services administration experience, strong attention to detail, and excellent communication skills. You'll thrive in a collaborative environment where professional development is encouraged and supported.