Junior Financial Planning Administrator

1 week ago


Derby, United Kingdom Brevere Group Full time

**Are you an experienced administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?**

Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.

Duties for this role will include:

- To provide proactive administrative support to the adviser team to ensure an efficient and smooth service.
- Ensure new business is processed accurately and passed across to Business Support Team Manager or deputy to check in.
- Ensure all client electronic files are maintained to a very high standard and regularly updated.
- To deal with incoming phone calls or taking messages for colleagues
- Arranging meetings with clients on behalf of the Financial Planners if required

You will have:

- Organised with the ability to multi-task.
- High level of accuracy and attention to detail.
- Experience of operating in a regulated environment, especially the Financial Services industry, would be a strong advantage but is not essential.
- Good knowledge of Office 365, Word, Excel, Outlook & PowerPoint desirable, but not essential.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package andthe support to develop your skills and further your career.



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