Client Relationship Administrator
4 weeks ago
Financial Planning Administrator
Competitive Salary
Permanent Position
Location: Newcastle
Meraki Talent Ltd is collaborating with a reputable financial advisory and wealth management organization. They are in search of a dedicated and experienced Administrator who possesses a background in financial services administration. This role is vital in assisting the financial planning team and ensuring operational efficiency.
Key Responsibilities:
- Support Financial Advisors in managing client interactions, including the processing of new business applications, collecting necessary documentation, and maintaining precise client records.
- Organize and schedule client appointments, manage the Financial Advisors' calendars, and handle meeting logistics.
- Prepare comprehensive client review materials, reports, and presentations to guarantee timely and accurate information for client discussions.
- Conduct thorough research and compile data on investment options, providers, and regulatory requirements to aid Financial Advisors in their decision-making.
- Engage with external service providers, such as fund managers and insurers, to facilitate transactions and address any inquiries or challenges.
- Execute client investment transactions, including fund purchases and sales, processing withdrawals, and overseeing regular investment contributions.
- Uphold confidentiality and comply with data protection standards when managing sensitive client information.
Candidate Profile:
- Demonstrated experience in a similar administrative capacity within the financial services industry, ideally in a financial planning environment.
- Outstanding organizational abilities with a knack for managing multiple priorities effectively.
- Meticulous attention to detail and precision in data management and documentation.
- Proficient in computer applications, including the MS Office Suite and CRM systems.
- Excellent communication and interpersonal skills, with the capability to foster strong relationships with clients and team members.
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