Administrator - Financial Advising Practice
4 days ago
**Financial Planning Administrator**
**Location: Shrewsbury**
**Salary: £22,000 - £28,000**
Supporting a team of Finance Advisors and Paraplanners dealing with a large portfolio of Private and Corporate clients, daily duties will be varied and consist of;
- To create and maintain client records using Capita software programmes
- Prepare client files for review meetings, including fund analytics and completing post-review tasks such as fund switching, rebalancing and suitability report writing
- Address client's enquiries in an efficient professional manner including over the telephone, face to face and in all written correspondence
- Ensure regular contact is held with clients informing them of any changes or suitable amendments to consider relating to a policy held
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