Wealth Planning Administrator | Client Service & Support

Grove Talent Solutions is seeking a Financial Planning Administrator in Droitwich to provide essential back-office support for pensions, investments and protection products. You will act as a key point of contact for client queries and collaborate with Paraplanners and Advisers.

The role focuses on processing new business, preparing client review packs, arranging meetings, maintaining compliant client records and delivering a high standard of service to clients and internal stakeholders.

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