Financial Planning Administrator

19 hours ago

Knutsford, Cheshire East, United Kingdom Eventus Legal Full time
Job Title: Financial Planning Administrator

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Knutsford, Cheshire. As a key member of our Client Support team, you will provide administrative support to ensure that clients and colleagues receive a professional service.

Key Responsibilities:
  • Be a point of contact for both clients and third parties
  • Respond to general enquiries by telephone and email
  • Book client meetings and diary management
  • Prepare documentation for Partner and Advisor meetings
  • Complete follow-up client correspondence after meetings and all associated tasks
  • Update and input client information onto internal CRM systems
  • Gather and chase information from third-party providers and pass to the relevant team
  • Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly
  • Liaise with Head Office and admin centres as required
  • Attend forums and workshops as appropriate for personal development
Requirements:
  • A proven record in a previous financial services administration role
  • Excellent written English skills
  • A positive 'can-do' attitude
  • Able to work as part of a team, as well as independently in a busy fast-paced office environment
  • Confident communication skills with team members, advisors, and clients both face-to-face and on the phone
  • An excellent level of knowledge and understanding using all Microsoft programmes
  • Excellent organisational skills, with the ability to manage and prioritise workloads
  • A flexible approach to day-to-day activities, adapting to the needs of the business
  • A high level of attention to detail
Benefits and Rewards:
  • Contributory pension scheme
  • Private medical insurance (after 5 years continuous service)
  • 25 days holidays (+ bank holidays)
  • Quarterly team events
  • Support with professional development if desired, such as further qualifications
About the Company:

We are a well-established Financial Planning Firm in Knutsford, Cheshire, specialising in retirement planning work, investments, tax, IHT, and corporate advice. We show a keen interest in our employees' careers and will offer development opportunities if progressing is your goal.

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