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Administrative Support Specialist

2 months ago

BurnhamonSea, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Overview

Recruit UK | Certified B Corp™ is seeking an experienced Financial Planning Administrator to join our team in a leading Chartered financial planning practice. As an integral part of our operations team, you will provide essential administrative support to our financial advisers, ensuring seamless operations within the firm.

This is an excellent opportunity for a highly organized professional with experience in financial planning administration to take their career to the next level. You will be responsible for:

  • Client Onboarding: Preparation of client packs, issuing appointment notifications, and managing client data.
  • Compliance and Risk Management: Maintaining compliance documentation, updating records, and ensuring adherence to regulatory standards.
  • Client Liaison: Communicating with clients and third parties to gather necessary information, processing new business applications, and managing workflow.
  • Administrative Support: Assisting advisers with diary management, meeting arrangements, and preparation of client-facing documents.
  • Process Optimization: Enhancing back-office systems and maintaining compliance standards to ensure efficient operations.

As a valued member of our team, you will enjoy a range of benefits, including:

  • Competitive Salary
  • Support for Career Progression and Qualifications
  • Hybrid Working and Carpool Options
  • Opportunities for Advancement within the Company
  • Generous Benefits Package
  • Collaborative and Dynamic Work Environment

To be successful in this role, you will require:

  • Previous Experience in Financial Planning or IFA Environment
  • Excellent IT, Communication, and Organizational Skills
  • Proficiency in Using Financial Advice Software
  • Strong Attention to Detail and Proactive Approach