Financial Planning Administrator
2 weeks ago
**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
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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