Financial Planning Specialist
3 weeks ago
We are currently seeking a highly skilled Pension Fund Administrator to join our team in East Malling on a full-time, permanent basis.
This role involves developing and maintaining strong relationships with our clients, managing all relevant documentation, and producing detailed financial planning reports. Our company has a significant presence in the UK, with a substantial portfolio of assets under management. We serve a diverse range of clients, from private individuals to major institutions.
Responsibilities:- Develop and maintain accurate records of client documentation, including financial planning reports.
- Collaborate with senior advisors to produce high-quality financial plans that meet client needs and regulatory requirements.
- Maintain up-to-date knowledge of company policies and procedures to ensure efficient and effective administration of client files.
- Communicate effectively with clients and internal stakeholders to resolve any issues or concerns.
- Participate in regular team meetings to share knowledge and best practices.
- Utilize Microsoft Office applications to manage and analyze data.
- 25 days annual leave
- A bonus day off for your birthday
- Cycle to work scheme
- Life Assurance
- Private healthcare
- Enhanced Maternity and Paternity pay
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Financial Planning Specialist
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Financial Planning Specialist
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