Financial Planning Administrator
6 days ago
Financial Planning Administrator vacancy in a growing company near Reading.
You will be providing administrative support to a team of Financial Advisors, who provide holistic financial planning to clients. The company values the role you play and recognises your worth in helping the team deliver a quality service.
As a Financial Planning Administrator, you will undertake efficient administrative support, focusing on tasks such as:
- Processing new business and chasing results
- Obtaining illustrations, projections and valuations
- Assisting with client queries and maintaining accurate information on the back office system
- Preparing documents for suitability reports
- Liaising with clients and providers
- Preparing client meeting packs
The company supports your progression and is open-minded to your development into areas such as paraplanning, advice, compliance or management.
Requirements:
- Experience as an Administrator in a financial planning firm
- Good knowledge of financial planning processes and administration
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