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Financial Planning Administrator

2 months ago

Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

About Blakemore Recruitment

We are a leading recruitment agency specializing in placing top talent in the financial services industry.

Job Summary

We are seeking an experienced Financial Planning Administrator to join our client's team in Gerrards Cross. As an IFA Administrator, you will provide first-class support to the Financial Planning team, ensuring the smooth running of administrative functions and maintaining high standards of customer care.

Key Responsibilities

  • Support the Financial Planning team in the implementation of new business initiatives
  • Communicate effectively with clients and stakeholders, responding to queries and resolving issues in a timely manner
  • Assist with the onboarding of new clients, ensuring seamless integration into the business
  • Liaise with product providers and other relevant third parties to maintain strong relationships
  • Contribute to the development and maintenance of internal processes and procedures
  • Ensure all client communications and interactions meet the highest standards of customer care
  • Support the delivery of client service standards, working closely with the Financial Planning team to achieve targets
  • Collaborate with the team to identify areas for improvement and implement changes to enhance customer satisfaction

Requirements

  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Proven problem-solving skills, with a positive and proactive approach to challenges
  • Ability to work well under pressure, prioritizing tasks and managing multiple deadlines
  • Strong organizational and planning skills, with a focus on delivering high-quality results
  • Commitment to ongoing professional development, with a desire to improve customer service skills and knowledge

About the Role

This is an exciting opportunity to join a growing Independent Financial Planning firm, specializing in delivering Financial Life Planning. As an IFA Administrator, you will play a vital role in supporting the team and contributing to the success of the business.