Administrator - Client Services Financial Planning

3 days ago


Olney, United Kingdom The Curve Group Full time

**Financial Services Administrator - Financial Planning**

This is an excellent opportunity for an experienced financial services administrator who thrives on complex client scenarios. Our client will encourage and support your development in specialist areas, improving your skills. Development towards a Paraplannerrole is always an option, but they value both roles equally and will support your development whatever path you choose.

**Benefits**
- 25 days holiday (plus bank holidays)
- 3% employer pension contribution
- Health Cashback Scheme enrolment
- Training allowance/support towards qualifications
- Potential for bonus up to 10% of salary
- **Hybrid working options**:

- Potential for Friday early finishes

**Purpose of Job**:
To support Paraplanners and Financial Planners ensuring smooth delivery of excellent client service and client communications, as per business processes. Salary Range: £23,000 - £28,000 depending on experience

Working Hours: 9-5pm Monday - Friday (with flexibility for Friday midday finish) Start Date: Immediate Start Available

**Client Servicing**
- Organise existing and prospective client meetings and actively manage FP's
- Diary and workload
- Prepare client documentation in advance of and following client meetings (as per business processes)
- Manage client service needs and client expectations to ensure client satisfaction

**Client administration**
- Check accuracy and completeness of new business documentation
- compliant manner to the firm's standards
- Ensure all supporting documentation is maintained as per company procedures Liaise with product providers to ensure timely and accurate responses to clients
- (progress chasing)
- Produce portfolio valuations
- Ensure fund top-ups, withdrawals, switches, and rebalances are carried out accurately and within company timescales



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