Financial Planning Administrator

4 weeks ago


Alton, United Kingdom Optima Recruitment Full time

Overview:
Are you ready for an exciting new challenge? Our client is looking for a skilled Financial Planning Administrator to support their financial advisers and liaise with providers and third parties. You'll be part of a fast-paced team, providing comprehensive administrative support to ensure clients receive top-tier service.
* Based in Alton
* Up to £26,000
* Full training provided
* Monday – Friday, 9am – 5pm
* 28 days holiday (3 to be taken at Christmas & New Year)
* Opportunities to progress
Job specification:
* Report to the Administration Manager or equivalent
* Open and distribute the Post
* Update and maintain client files and keep them compliant
* Build relationships with the clients, respond promptly to all queries by post/email & phone
* Provide support to the advisers, including booking meetings
* Prepare client valuations, ensuring accuracy and attention to detail
* Prepare simple recommendation reports
* Process new and existing simple business
* Deal with providers and be proactive in chasing providers
* Liaise with other professionals such as accountants, solicitors and product providers
* Preparing client and adviser packs for annual reviews and ad-hoc meetings
* Process rebalances, switches and cash replenishment
* Process death claims and probate
* Meet clients in the office to assist with forms
* Train and supports trainees
* Prepare invoices
Person specification:
* Experience in an administrative capacity
* Excellent attention to detail
* Able to work independently with good time management
* Organised and able to prioritise tasks
* Confident using programmes such as Word, Excel and Outlook
* Excellent verbal communication skills (telephone and word)
Additional Information:
Based in Alton
Up to £26,000
Full training provided
Monday – Friday, 9am – 5pm
28 days holiday (3 to be taken at Christmas & New Year)
Employee assistance program
Support with exams
3 x life cover
Healthcare cash plan
Dental plan
Refer a friend and earn £100 If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer



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