Financial Planning Support Specialist
2 days ago
Job Description:
\The Financial Planning Administrator will provide administrative support to ensure clients and colleagues receive a professional service. They will be responsible for being a point of contact for both clients and third parties, responding to general enquiries by telephone and email, booking client meetings and diary management.
\This is a full-time permanent job opportunity with a supportive and well-established firm that continues to grow. The successful candidate will have a proven record in a previous financial services administration role, excellent written English skills, and the ability to work as part of a team.
\Key Responsibilities:
\- \
- Being a point of contact for both clients and third parties\
- Responding to general enquiries by telephone and email\
- Booking client meetings and diary management\
- Preparing documentation for Partner and Advisor meetings\
- Completing follow up client correspondence after meetings and all associated tasks\
- Update and input client information onto internal CRM systems\
- Gathering and chasing information from third party providers and passing 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\
Person Specification:
\The successful Financial Planning Administrator will have a positive 'can do' attitude, able to work as part of a team, as well as independently in a busy fast-paced office environment. They should have confident communication skills with team members, advisors, and clients both face-to-face and on the phone.
\Benefits and Rewards:
\The incoming Financial Planning Administrator will benefit from working within a collaborative and supportive team. They will have access to a contributory pension scheme, private medical insurance (after 5 years continuous service), 25 days holidays (+ bank holidays), and quarterly team events.
\About the Company:
\A well-established Financial Planning Firm in Cheshire specialising in retirement planning work, investments, tax, IHT and corporate advice. They show a keen interest in their employees' careers and will offer development opportunities if progressing is your goal.
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