Overview:
Are you ready for an exciting new challenge? Our client is looking for a skilled Financial Planning Administrator to support their financial advisers and liaise with providers and third parties. You'll be part of a fast-paced team, providing comprehensive administrative support to ensure clients receive top-tier service.
- Based in Alton
- Up to £26,000
- Full training provided
- Monday - Friday, 9am - 5pm
- 28 days holiday (3 to be taken at Christmas & New Year)
- Opportunites to progress
Job specification:
- Report to the Administration Manager or equivalent
- Open and distribute the Post
- Update and maintain client files and keep them compliant
- Build relationships with the clients, respond promptly to all queries by post/email & phone
- Provide support to the advisers, including booking meetings
- Prepare client valuations, ensuring accuracy and attention to detail
- Prepare simple recommendation reports
- Process new and existing simple business
- Deal with providers and be proactive in chasing providers
- Liaise with other professionals such as accountants, solicitors and product providers
- Preparing client and adviser packs for annual reviews and ad-hoc meetings
- Process rebalances, switches and cash replenishment
- Process death claims and probate
- Meet clients in the office to assist with forms
- Train and supports trainees
- Prepare invoices
Person specification:
- Experience in an administrative capacity
- Excellent attention to detail
- Able to work independently with good time management
- Organised and able to prioritise tasks
- Confident using programmes such as Word, Excel and Outlook
- Excellent verbal communication skills (telephone and word)
Additional Information:
- Based in Alton
- Up to £26,000
- Full training provided
- Monday - Friday, 9am - 5pm
- 28 days holiday (3 to be taken at Christmas & New Year)
- Employee assistance program
- Support with exams
- 3 x life cover
- Healthcare cash plan
- Dental plan
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.