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Financial Planning Administrator
2 weeks ago
Job Summary:
RESPONSIBILITIES
Research a broad range of financial products across all financial sectors
Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
Collate and evaluate client policy/investment/pension
Create and maintain client files and enter details onto back office database
Utilise Excel for data analysis and reporting purposes
Use Outlook for communication and scheduling purposes
Demonstrate proficiency in IT systems relevant to financial services
Uphold excellent time management skills to meet deadlines effectively
Provide exceptional customer service to internal and external stakeholders
Display strong organisational skills to streamline processes efficiently
Perform administrative duties to support the finance department
Engage in report writing for financial documentation
Experience:
- Proven experience in an office environment, preferably within financial services
- Proficiency in Microsoft Excel for data analysis and reporting purposes
- Familiarity with Outlook for communication and scheduling tasks
- Strong IT skills to navigate relevant systems effectively
- Excellent time management abilities to prioritise tasks efficiently
- Demonstrated customer service skills for effective stakeholder interaction
- Exceptional organisational skills to manage multiple responsibilities concurrently
- Administrative experience supporting financial planners
Job Types:
Full-time, Permanent
Benefits:
- Company pension
- Free parking
- Private medical insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Commission pay
- Performance bonus
- Yearly bonus
Experience:
- Financial planning Administration: 1 year (preferred)
Work authorisation:
- United Kingdom (required)
Work Location:
Hybrid remote in Pontypool
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