Financial Planning Administrator - Gosforth
Salary: £23,000 - £30,000 per annum (dependent on experience)
This is a full-time office-based role working in a friendly and supportive team environment, with opportunities for career growth.
Our client, a reputable financial planning practice in Gosforth is seeking a highly-motivated and organised Financial Planning Administrator to join their team. The successful candidate will provide administrative support to a team of financial planners and paraplanners, ensuring that clients receive a high level of service and attention.
Responsibilities:
- Undertaking a range of administrative tasks to support the financial planning team, including managing client files and scheduling appointments.
- Handling telephone and email enquiries acting as first point of contact to clients, taking them through the financial planning process and keeping them informed along the way.
- Maintain accurate client records and databases, ensuring compliance with data protection regulations.
- Support the financial planners in the preparation of client reports, presentations, and other financial planning materials.
- Liaising with product providers and other third parties.
- Working with various platforms and cashflow tools to ensure colleagues are adequately prepared for all meetings and any work on behalf of clients is completed.
- Collaborating with team members to ensure a smooth and efficient workflow, contributing to the overall success of the practice.
Requirements
- Previous experience in an administrative role within the financial services industry.
- Knowledge of financial planning concepts and terminology.
- Excellent interpersonal and communication skills, both written and verbal.
- Proficient in Microsoft Office Suite and ability to learn new software applications.
- Strong attention to detail and accuracy, with excellent numeracy and literacy.
- Ability to work independently and as part of a team, demonstrating excellent time management and organisation skills.
If you are an experienced Financial Planning Administrator looking to develop your career in a reputable practice, please apply today.
NB: The top end of the salary will be for highly experience candidates with industry qualifications.
To apply
Please send your CV to jenny @ tempestjones . com