Dynamite Recruitment are partnering with a chartered financial planning and wealth management firm on the recruit of a Financial PLanning Administrator to join their team, supporting a Senior Financial Advisor ! This role can offer plenty of progression if desired, and support towards qualifications
As a Financial Planning Administer you will be working closely with your assigned advisor to support their workload . Duties will include: meeting arrangements, follow up meeting notes, new business processing, transfer requests.
The key responsibilities include:
- Responding to new/existing client queries received via phone and email.
- Booking client meetings and completing appropriate meeting preparation.
- Actioning meeting notes provided by the adviser and, where appropriate, any follow up actions.
- New business processing and business submission.
- Completion of all tasks allocated via Salesforce including ad hoc tasks.
- Preparation and follow up on regular client reviews.
Requirements:
- Client serving experience within a professional environment (preferably within Financial Services)
- Strong written and verbal communication skills at all levels
- Highly organised and efficient with their workload
- Proactive and solutions focused
Office based
£24,000 - £28,000
Exam support
progression opportunities
For more details please apply or contact Tegan at Dynamite Recruitment