Investment Planning Administrator
3 weeks ago
Position: Financial Planning Administrator
Company: Blakemore Recruitment, a respected Financial Planning firm
This independent organization is dedicated to delivering tailored financial planning and investment management solutions to individual clients and organizations. Their expertise encompasses a broad spectrum of financial advisory services, including retirement planning, asset safeguarding, tax-efficient strategies, and investment oversight. The team is composed of seasoned professionals committed to guiding clients in reaching their financial aspirations while fostering enduring relationships.
Key Responsibilities:
- Offer administrative and analytical assistance to financial planners and clients
- Efficiently manage workloads and priorities
- Process new business applications and service inquiries in accordance with company protocols
- Accurately prepare documentation and meeting materials in a timely manner
- Establish and maintain relationships with product providers, serving as a primary contact for clients
- Ensure adherence to company policies and regulatory requirements
- Address client inquiries and oversee cash management
- Participate in relevant meetings and industry conferences
Essential Skills:
- Meticulous attention to detail with strong organizational capabilities
- Excellent verbal and written communication skills
- Ability to handle multiple tasks and demonstrate initiative
- Proficient in Microsoft Word, Excel, and Outlook
- Experience in administrative roles within the financial services sector
- Familiarity with client relationship management systems
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