Financial Planning Administrator - Jesmond
Tempest Jones have a fantastic vacancy for a Financial Planning Administrator to join a busy firm of financial planners based in Jesmond. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
On offer will be a competitive salary, study support and continued professional development within a small and friendly team.
Responsibilities
This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including:
- Client correspondence, written and verbal.
- Processing New Business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser's diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- Back-office support.
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Role Requirements
You will ideally be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Please note: the top end of the salary banding will be for highly experienced candidates.
For further details or to apply, please send your CV to jenny @ tempestjones . com