Financial Planning Administrator
1 month ago
We are seeking an experienced Financial Planning Administrator to join our team at Eden Scott. As a key member of our financial planning team, you will provide critical support to our financial planners, ensuring the smooth delivery of services to our clients.
Key Responsibilities:
- Prepare valuation reports and maintain internal databases
- Process new business and handle internal and client queries
- Navigate and transact on financial providers' websites
- Attain policy information from providers
Requirements:
- Understanding of the market and compliance requirements
- Ability to manage time effectively and maximize profitability
- Highly organized with excellent systems/IT knowledge
- Experience with various platforms and a commitment to personal development
What We Offer:
- Competitive salary and benefits package
- Bonus structure with opportunities for growth and development
- Continual training and support from colleagues
If you are a motivated and experienced Financial Planning Administrator looking for a new challenge, please upload your CV or contact Alison Curran to discuss further.
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