Client Services Administrator
3 weeks ago
We are excited to have partnered with a well-established financial planning firm near Colchester, known for their client-centric approach and strong team culture. With a hugely supportive and collaborative work environment, where each team member is valued and encouraged to grow, another fantastic opportunity has arisen to join the team as a Financial Planning Administrator.
The culture is built on mutual respect, continuous learning, and a shared commitment to excellence. So, if you are passionate about financial planning and are looking for a role in a dynamic, friendly, and professional setting, we would love to hear from you
What you'll be doing:
- Provide administrative support to the financial planners.
- Prepare and manage client documentation, ensuring accuracy and compliance.
- Maintain client records and update internal systems.
- Coordinate and schedule client meetings.
- Assist with the preparation of reports and presentations.
- Handle client inquiries and provide excellent customer service.
What you need to apply:
- Previous experience in a financial planning administrator role is essential .
- Strong understanding of the advice process.
- Strong organisational and multitasking skills.
- Excellent communication and interpersonal abilities.
- Proficiency in financial planning software (preferred).
- Attention to detail and a high level of accuracy.
What's in it for you?
- Competitive salary up to £32,000 and benefits package including life cover and healthcare.
- Opportunities for professional development and career advancement.
- A positive and inclusive workplace culture.
- Supportive team environment with regular team-building activities.
- Modern office facilities with easy access to Colchester.
- Hybrid working.
- And much more
What next?
If you are passionate about financial planning and want to work in a dynamic and culture-focused firm, we would love to hear from you
Hit apply or contact Eloise directly eloise@enable-recruitment.co
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