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Financial Planning Administrator

2 months ago

Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time
About the Role

We are seeking an experienced Financial Planning Administrator to join our team at HDA Chartered Financial Planners. As a key member of our operations team, you will play a vital role in ensuring the smooth running of our financial planning services.

Key Responsibilities
  • Provide administrative support to our Financial Planners and Paraplanners, maintaining clear communication and ensuring the timely completion of tasks.
  • Maintain accurate client records and update our back-office systems to ensure seamless operations.
  • Liaise with clients as required, assisting with enquiries in a timely and professional manner, adhering to our TCF requirements.
  • Liaise with providers to obtain necessary information, ensuring all requests are met within set timescales and accuracy is maintained.
  • Compile and send client correspondence, including reports and illustrations, as needed.
  • Process new business and monitor it through to completion, ensuring high-quality service delivery.
  • Assist colleagues with answering phones and ensuring timely responses to client enquiries.
Requirements
  • A minimum of 2 years administration experience, preferably in a financial services environment.
  • Exceptional organisational skills, with the ability to work well under pressure.
  • Excellent communication skills, both written and verbal.
  • A strong work ethic and flexible attitude.
  • A high level of accuracy and attention to detail.
  • Experience working with Microsoft Word, Excel, and Outlook.
What We Offer
  • A competitive salary of £24,000.00-£30,000.00 per year.
  • A company pension scheme.
  • On-site parking.