Planning and Administration Assistant
4 days ago
Job Summary:
We are excited to offer a unique opportunity for a highly motivated and detail-oriented individual to join our partner's team as a Financial Planning Administrator. This role offers an excellent chance for career growth and development in a dynamic and supportive work environment.
Responsibilities:
- Manage multiple tasks simultaneously, prioritizing deadlines and objectives
- Develop strong relationships with clients, understanding their needs and preferences
- Produce high-quality quotes and meeting packs
- Maintain accurate records and files, ensuring confidentiality and security
- Communicate effectively with colleagues and clients, both verbally and in writing
Requirements:
- Prior experience in administration or graduate studies
- Able to multitask and prioritize tasks efficiently
- Problem-solving skills to address complex issues
- Excellent communication skills, both written and verbal
- Able to work independently and collaboratively as part of a team
Benefits:
- Full support for professional development and certifications
- Free parking on site
- Hybrid working arrangement – spend half your week working from home
- Long-term career progression within the company, starting as an administrator, progressing to paraplanner, and ultimately becoming an advisor
- A friendly and sociable office environment
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