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Financial Planning Administrator
3 months ago
Join Our Team as a Financial Planning Client Administrator at Eventus Recruitment Cheshire
Are you looking for an exciting opportunity to work in a thriving company based in Congleton, Cheshire? Eventus Recruitment Cheshire is currently seeking a Financial Planning Client Administrator to join their dynamic and fast-paced team. As the Financial Planning Client Administrator, you will play a crucial role in managing business submissions, preparing adviser meeting packs, and maintaining client records accurately.
Role Responsibilities
- Sending letters of authority and preparing information for adviser presentations.
- Processing business applications accurately and ensuring completion of client cases.
- Preparing adviser meeting packs and portfolio valuations.
- Managing client records and providing administrative support to financial advisers.
- Upholding confidentiality and professionalism in all communications.
- Supporting day-to-day business operations within the practice.
Person Specification
- Excellent interpersonal, written, and communication skills.
- Strong organizational and time management abilities.
- Proficiency in Microsoft Office and adaptability to internal systems.
- Self-motivated, attentive, and a team player.
Benefits and Rewards
- Contributory pension scheme and other employee benefits.
- 29 days holidays including bank holidays.
- Quarterly team events and professional development support.
About the Company
Eventus Recruitment Cheshire is a well-established Financial Planning Firm in Congleton, Cheshire, focusing on retirement planning, investments, tax, IHT, and corporate advice. They prioritize employee development and offer career progression opportunities.
Next Steps
If you have the skills and experience required for this role, apply now to be a part of our team at Eventus Recruitment Cheshire. For more information, reach out to Duncan McIlroy for a confidential discussion.
If this opportunity isn't the perfect fit for you, contact us for other career options in the Legal, HR, Finance, and Accountancy sectors. Eventus Recruitment Group values diversity and welcomes applications from candidates from all backgrounds.
