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Senior Financial Planning Administrator

2 months ago

Wokingham, Wokingham, United Kingdom Berkshire IFA Full time

About Us, Our Clients and Our People

Berkshire IFA is a dynamic and forward-thinking company dedicated to delivering exceptional service to our clients and supporting the growth and development of our team members. We foster a culture of collaboration, innovation, and continuous learning, providing our employees with opportunities to develop their skills and advance their careers.

We specialize in providing expert financial planning and wealth management services to a diverse range of clients. Our mission is to empower our clients to achieve their financial goals by offering tailored solutions and exceptional service. At the heart of our approach is a deep understanding of our clients' needs and aspirations, which enables us to provide personalized advice and support.

The Role

Key Responsibilities

  • Provide exceptional client service by responding promptly and effectively to client queries and concerns.
  • Ensure accurate and timely recording of all client communication, both written and electronic.
  • Collaborate with colleagues to deliver high-quality financial planning solutions and services to clients.
  • Contribute to the development and implementation of business strategies and initiatives that drive growth and excellence.

What We Offer

Berkshire IFA is committed to providing a supportive and inclusive work environment that enables our employees to thrive and reach their full potential. We offer a range of benefits and opportunities for professional development, including training and education programs, mentorship, and career advancement opportunities.