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Financial Planning Administrator

2 months ago

Reading, Reading, United Kingdom Premier Jobs UK Limited Full time
Job Overview

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Premier Jobs UK Limited. As a key member of our operations team, you will play a vital role in providing administrative support to our Financial Advisors, who deliver comprehensive financial planning services to clients.

Key Responsibilities:

  • Provide administrative support to our Financial Advisors, including data entry, document preparation, and record-keeping.
  • Assist with the coordination of client meetings, appointments, and communications.
  • Contribute to the development and implementation of business processes and procedures.
  • Collaborate with the team to achieve business objectives and goals.

Requirements:

  • Proven experience in a similar administrative role, preferably in a financial services environment.
  • Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Strong communication and interpersonal skills, with the ability to build effective relationships with colleagues and clients.
  • Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.

What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.