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Role: Financial Planning Administrator Location: Chippenham Salary: £ Negotiable The Opportunity An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. Role Overview The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm/ Key Responsibilities • Client onboarding and processing new business applications, • Servicing existing clients by helping with enquiries and questions, • Liaising with providers to obtain policy information and updates., • Preparing documentation for client meetings, including valuations and reports., • Income processing such as reconciling fee statements and invoicing clients., • Supporting the team with compliance and regulatory requirements. Candidate Skills Essential: • Previous experience in a similar IFA, wealth management or financial services administration role., • Strong organisational and communication skills., • High level of accuracy and attention to detail., • Proficient in Microsoft Office and CRM systems. Desirable: • Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent)., • Experience with Intelliflo would be advantageous, • A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: • Strong holiday allowance, • Private Medical Insurance, • Life Assurance, • Pension Scheme, • CII Exams & Membership funding