Financial Planning Administrator

6 days ago


Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at RECRUITMENT REBELLION LTD. As a key member of our service department, you will be responsible for various administrative tasks, including assembling and organizing client policy information, corresponding with policy providers and clients, and submitting new business.

Key Responsibilities
  • Assemble and organize client policy information
  • Correspond with policy providers and clients
  • Submit new business
  • Facilitate the annual review process for clients
  • Process new client information for report meetings
  • Use Analytics, Prestwood, and Microsoft Office to provide clients with investment performance overviews (training provided)
  • Basic administrative duties
Requirements
  • 3+ years of experience in administration within the financial sector
  • Strong attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Punctual, reliable, and dependable
  • Ability to work in a team and handle a busy environment
  • Superb customer service skills and professional telephone manner
  • Strong IT skills in MS Word and Excel
What We Offer
  • Annual salary based on experience
  • Discretionary bonus
  • Monday to Friday, office-based
How to Apply

To give your application the best chance of success, please:

  • Check that you meet the criteria for the role
  • Have the unrestricted right to work in the UK
  • Apply with a clear, concise, and correct CV
  • Tailor your CV to highlight your experience and relevant achievements


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