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Financial Planning Administrator

2 months ago

Fareham, Hampshire, United Kingdom Recruit UK Full time
Financial Planning Administrator Opportunity

We are seeking a highly skilled Financial Planning Administrator to join our client's quickly expanding private wealth management company. As a key member of the team, you will play a vital role in supporting the delivery of exceptional client service and contributing to the company's continued growth and success.

About the Role

This is an exciting opportunity for a motivated and organized individual to join a dynamic and innovative company. As a Financial Planning Administrator, you will be responsible for providing administrative support to the financial planning team, including data entry, document preparation, and client communication.

Key Responsibilities
  • Provide administrative support to the financial planning team, including data entry, document preparation, and client communication.
  • Assist with the preparation of client reports and presentations.
  • Support the team in maintaining accurate and up-to-date client records.
  • Contribute to the development of new business opportunities and client relationships.
Requirements

To be successful in this role, you will need:

  • Knowledge of investments products, pensions, and bonds.
  • Experience working within a wealth management firm.
  • A self-starter with a passion for learning and a desire to contribute to a dynamic team.
About Our Client

Our client is a well-established wealth management firm based in Whiteley, with a strong reputation for delivering exceptional client service and innovative solutions. They offer a range of benefits, including a competitive salary, 28 days' holiday, and opportunities for career development and progression.

Why Join Our Client?

Our client offers a unique opportunity to join a dynamic and innovative company, with a strong focus on client service and team collaboration. As a Financial Planning Administrator, you will have the chance to develop your skills and knowledge, work with a talented team, and contribute to the company's continued growth and success.