Role
My client is a highly successful and dynamic group providing financial planning and wealth management services across the UK. We are seeking an experienced Administrator to work on a full time, permanent basis and you will need to be office based. You will need to have the desire to want to learn and develop in a successful career within Financial Services and Financial Planning. In return you can expect investment into your professional development, a competitive salary and benefits.
Responsibilities:
- Providing administrative support to IFA's, including preparing client meeting packs, taking meeting notes, and ensuring follow-up actions are completed in a timely manner.
- Liaising with clients, providers, and third parties, maintaining excellent communication and customer service.
- Preparing and processing financial documents and forms, including applications, renewals, and policy amendments.
- Managing client files and ensuring all documentation is kept up to date and compliant with industry regulations.
- Assisting with the management of client portfolios and data entry into internal systems.
- Maintaining accurate records and processing client information efficiently.
- Dealing with client queries and providing general administrative support as needed.
Skills & Experience Required:
- 1-3 years minimum experience working in the Financial Planning industry.
- Strong administrative and organizational skills with excellent attention to detail.
- Ability to manage multiple tasks and prioritize workload efficiently.
- Good understanding of financial products and services (or a willingness to learn).
- Proficient in Microsoft Office applications (Word, Excel, Outlook, etc.).
- Excellent communication skills, both written and verbal.
- Ability to work well within a team and independently.