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Financial Planning Administrator

2 months ago

Reigate, Surrey, United Kingdom Cameron James Full time
Client Support Role

The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company. You will provide a high-quality, administrative service to Financial Advisers whilst working collaboratively with the Client Support Team.

Key Responsibilities
  • Support the Financial Advisers by providing full administrator support to our clients, including compiling and generating various financial reports, using a number of analytical tools and general day-to-day enquiries.
  • Assist with client meetings, from appointment scheduling, preparation of financial documents to follow-up actions post-meeting, for example, fund switches or withdrawals.
  • Act as the main point of contact for your assigned clients, ensuring you provide exemplary customer service at all times.
  • Confidently liaise with providers and other third parties to obtain financial information on behalf of clients.
  • Assist with projects as they arise, for example, Consumer Duty, and demonstrate dedication to your own personal growth and development within the company.
  • Work collaboratively with Financial Advisers and the Client Operations Manager to ensure effective operational organisation of the team.
  • Manage your own workflows and tasks, working on your own initiative and achieving agreed outcomes without supervision.
What We Offer

The role will offer two days from home and three days in the office based. There is a full-time and a part-time role available due to a busy working environment.

Please apply online or contact Cameron James.