An exciting opportunity has arisen for an Financial Planning Administrator to join a successful financial company on a permanent basis. This role will involve supporting the financial planners and will be best suited for someone who thrives working within a team.
The ideal candidate will have strong administration experience with the ability to meet tight deadlines, and problem solve.
Key Duties:
- Manage client documents and recommendation reports
- Administer client pensions and investments
- Manage and coordinate annual client reviews
- Liaise with product providers and key partners
- Keep up to date with FCA regulations and internal policies and procedures
- Arrange client meetings and appointments
- Deal with existing client queries and new business enquiries
- Communicate with clients and third party service providers
- Ensure that client, policy and adviser fee information are maintained and kept up to date
- Manage client data within the back office system
- Prepare accurate documents for client meetings
- Act as main point of contact for potential and existing clients
Key Skills:
- Previous administration skills
- Excellent organisational skills
- Good IT skills and understanding of systems
- Great communication skills
- Ability to work in a team
- 'Can-do' and positive attitude
TwentyFour Recruitment is an equal-opportunity employer. If your skill set and experience match the above ad then please apply today and if your CV is shortlisted a consultant will contact you to discuss the next stage of the recruitment process.