Senior Financial Planning Administrator
4 weeks ago
We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Eden Scott. As a key member of our financial planning team, you will provide administrative support to our financial planners, ensuring the smooth delivery of our services to clients.
Key Responsibilities:
- Prepare valuation reports and maintain internal databases
- Process new business and handle internal and client queries
- Navigate and transact on financial providers' websites, attaining policy information from providers
- Work closely with other administrative staff and paraplanners to ensure efficient service delivery
Requirements:
- Understanding of the financial planning market and compliance requirements
- Ability to manage time effectively and maximize profitability
- Excellent systems and IT knowledge, ideally with cash flow exposure and experience in intelligent office/intelliflo
- Industry-relevant exams and good platform knowledge
What We Offer:
- Competitive salary and benefits package
- Opportunity for career progression and professional development
- Continual training and support to help you achieve your goals
If you are a motivated and organized individual with a passion for financial planning, we would love to hear from you. Please upload your CV to discuss this opportunity further.
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Senior Financial Planning Administrator
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