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Financial Planning Administrator

5 months ago

Loughborough, United Kingdom Optima UK Inc Ltd Full time

**Loughborough**

**Permanent**

**37.5 hours per week (Monday to Friday 8.30am - 5pm) flexible working available.**

**£24,000 - £27,000 per annum**

**Benefits: 28 days holiday (including bank holidays) increases with length of service, pension scheme, flexible working, life insurance, discounts scheme, professional development.**

We are recruiting an experienced Financial Planning Administrator to join a successful financial services company based in the Loughborough area.

Working in a small team, the main purpose of the role will be to assist the department with providing administrative support to clients' needs managing the ongoing relationships.

Duties and responsibilities:

- Process and maintain accurate client records
- Gather and input data based on client needs
- Identify improvements
- Build relationships with clients, managing the clients expectations
- Previous experience within a similar role and an awareness for relevant legislation and processes
- Strong communication skills
- Good attention to detail with strong analytical skills
- A strong work ethic and a team player mentality