Financial Planning Administrator home and office working
4 weeks ago
An opportunity has become available for a Financial Planning Administrator in East Anglia to join a growing financial planning firm.
Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
Record annual review dates on the back office system and monitor regularly
Plan, book and prepare for all annual review meetings ensuring none are missed
Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
Help clients to register for, navigate and update their account
Keep the Financial Planner and client regularly updated on the progress of outstanding cases and dealing with any technical queries
Create and update client platform account records
Excellent diary management, planning and organisational skills
Excellent telephone manner
This is an excellent opportunity for a Financial Planning Administration role in East Anglia to join a growing financial planning firm
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