Financial Planning Administrator
3 days ago
We are seeking a highly skilled and organized Financial Planning Administrator to join our team at Recruit Wealth Ltd. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our Financial Planners and Paraplanners.
Key Responsibilities:- Deliver high-quality client service, maintaining outstanding relationships with clients and stakeholders
- Prepare and manage documentation packs for client reviews and meetings
- Process client information requests and update client records accordingly
- Extract and analyze financial data from platforms to inform client plans
- Assist with correspondence, including letters and emails, to clients and stakeholders
- Manage client files and ensure compliance with FCA regulations
- Support the arrangement of client meetings and events
- Contribute to the development of client relationships and business growth
- Excellent communication and interpersonal skills
- Ability to work accurately and efficiently in a fast-paced environment
- Strong organizational and time management skills
- Proficiency in MS Office applications and IT systems
- Experience in Financial Services or a related industry (desirable)
Recruit Wealth Ltd is a leading independent Financial Planning business in Hertfordshire, recognized for our exceptional client service and expertise. We offer a rewarding career path with opportunities for training, development, and progression.
This is an excellent opportunity for a motivated and organized individual to join our team and contribute to our success. If you are passionate about delivering exceptional client service and have a strong background in Financial Services, we encourage you to apply.
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