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Financial Planning Administrator home and office working

2 months ago

Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

Financial Planning Administrator Competitive Salary Permanent Newcastle Meraki Talent is working with an established financial planning/wealth management firm located in Newcastle. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial services administration role. As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations. Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
Coordinate and schedule client meetings, handle appointment bookings, and maintain the Financial Advisors calendar.
Conduct research and gather data on investment products, providers, and industry regulations to support the Financial Advisors' decision-making process.
Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
Maintain strict confidentiality and adhere to data protection regulations when handling sensitive client information.
Previous experience working in a similar administrative role within the financial services sector, preferably within a financial planning firm.
Strong attention to detail and accuracy in data entry and documentation.
Proficient computer skills, including MS Office Suite and CRM software.
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