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Financial Planning Administrator

2 months ago

Bracknell, Bracknell Forest, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a Financial Planning practice based in the UK who are looking for an experienced Financial Planning Administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.

This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.

**Key Responsibilities:**

  • General Administration duties
  • Handling incoming mail, scanning, filing
  • Arranging client meetings
  • Preparing client files for meetings
  • Processing new business
  • Maintaining client files, database management
  • Corresponding with clients
  • The updating of fact finds and AML checks
  • Preparing valuations
  • Obtaining quotations
  • Liaising with providers

**Requirements and Skills:**

  • IT literate with good working knowledge of Microsoft Office suite
  • A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service
  • Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office
  • Ideal candidate will have experience with a Financial Planning firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications