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Senior Financial Planning Administrator
2 months ago
We're a dynamic and forward-thinking financial services company that values our employees' opinions and contributions. Our management style is light-touch, allowing motivated and conscientious individuals to thrive in their roles.
Job DescriptionWe're seeking a Senior Financial Planning Administrator to join our team. As a senior administrator, you'll have 2+ years of experience in a financial planning firm and be responsible for providing administrative support to our financial planning team.
Key Responsibilities:- Provide administrative support to our financial planning team, including data entry, document preparation, and correspondence.
- Assist with the preparation of client reports and presentations.
- Manage client relationships and communicate with clients as needed.
- Contribute to the development of new business opportunities and help to identify potential clients.
- Work closely with our financial planning team to ensure seamless delivery of services to clients.
- A competitive salary of up to £30,000, depending on experience, plus a discretionary bonus.
- A comprehensive benefits package, including pension, health insurance, and life insurance.
- Opportunities for professional development and growth within the company.
- A dynamic and supportive work environment.
- 2+ years of experience as an administrator in a financial planning firm.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office and other relevant software.
We're looking for a motivated and experienced administrator who is passionate about delivering exceptional customer service and contributing to the growth and success of our company. If you're a team player with a positive attitude and a strong work ethic, we'd love to hear from you.
