Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
To assist Paraplanners and Advisers with the processing of cases.
To provide an effective and efficient administration service to the Advisers and Head Office as required.
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner.
Key Responsibilities
Prepare application forms and paperwork for clients to complete.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
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