Financial Planning Administrator

1 month ago

West Oxfordshire Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time

Hybrid working

  • Development opportunities
  • Regular team events
A financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company. The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth operation of our office. This is an excellent opportunity for an individual with strong administrative skills and a background in financial planning, or wealth management to develop their career in the industry. Responsibilities:
  • Provide administrative support to financial planners, including preparing client meeting packs, processing new business applications, and maintaining client records.
  • Assist with client communication and correspondence, including responding to client queries and scheduling appointments.
  • Liaise with product providers and other third parties to gather information and documentation.
  • Prepare and process client documentation, including financial planning documents, and compliance paperwork.
  • Assist with the implementation of financial plans, including setting up client accounts, processing transactions, and monitoring progress.
Requirements:
  • Experience in a similar administrative role within financial planning is essential.
  • Knowledge of Intelligent Office is required.
  • Strong organisational skills with the ability to prioritise tasks and manage deadlines effectively.
  • Excellent attention to detail and accuracy
  • Excellent communication skills, with the ability to interact professionally with clients and colleagues.
  • A proactive and self-motivated approach, with the ability to work as part of a small team

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