Financial Planning Assistant

3 weeks ago

Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team in Gerrards Cross. As an IFA Administrator, you will provide exceptional support to our Financial Planning team, ensuring seamless day-to-day operations and exceptional client service.

Key Responsibilities:

  • Support the Financial Planning team in implementing new business strategies and initiatives
  • Communicate effectively with clients and stakeholders, providing timely and accurate information
  • Assist with new client onboarding, ensuring a smooth and efficient process
  • Develop and maintain strong relationships with internal teams and external partners
  • Contribute to the development and maintenance of internal processes and procedures

Requirements:

  • Excellent communication and interpersonal skills
  • Ability to work well under pressure and prioritize tasks effectively
  • Strong organizational and time management skills
  • Proficiency in Microsoft Office and other relevant software
  • Commitment to delivering exceptional client service and support

About Us:

Blakemore Recruitment is a leading recruitment agency specializing in financial services. We are dedicated to providing exceptional service to our clients and candidates, and we are seeking a talented and motivated individual to join our team.

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