Financial Planning Administrator
1 week ago
Your role will include but will not be limited to:
- Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
- Record annual review dates on the back office system and monitor regularly
- Plan, book and prepare for all annual review meetings ensuring none are missed
- Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
- Help clients to register for, navigate and update their account
- Process all new business ensuring all transactions are tracked through to accurate and timely completion
- Create and update client platform account records
- Previous experience of working within a similar role in the financial services industry
- Strong interpersonal, communication and customer service skills
- Excellent diary management, planning and organisational skills
- Excellent accuracy and attention to detail
- Proven ability to work on own initiative
- Excellent telephone manner
- Proven high level of customer service
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
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