Financial Planning Administrator

3 weeks ago

Milton Keynes Buckinghamshire, United Kingdom MAZARS LIMITED Full time

Financial Planning Administrator - Private Client
Are you looking to develop your knowledge in business administration? Marta Pine, Operations Associate Director, Private Client Support).
To provide seamless, effective and proactive administrative support to our Private Client service line that in turn provides impartial, tailored financial planning, wealth management and tax advice to: Individuals; Business Owner Managers and Trustees - Private and Charitable.
This is predominantly an office-based role.
We have a newly created Financial Planning Administrator role due to the success of the Mazars Financial Planning team
You will liaise with Financial Planners, internal departments, providers where necessary
Collaborate with the team to process various investment applications and place client trade instructions
Create files and accurately record and maintain client data on Intelligent Office
Advanced MS Office skills (specifically Word, Excel and PowerPoint)
Some recent evidence of administration training or experience
Excellent communication: demonstrates an effective style of communication and collaboration, both verbally and in writing
Flexible with the ability to work effectively under pressure and manage conflicting priorities, effectively managing expectations when required
The city is centrally situated, with a grid-like road network, which is well connected to London, Birmingham, Oxford, Cambridge, and Luton. A blend of ancient and modern history creates unique character and diversity throughout.
Our office is located within The Pinnacle, a prestigious building in a popular business location on Midsummer Boulevard. we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self and provided with a level playing field. Financial Planning Administrator 3748.

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