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Financial Planning Administrator

Brevere Group
Posted a day ago, valid for a month
Location

Bury St. Edmunds, Suffolk IP28 6LD

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The role is for a proactive Financial Services Administrator to support a team of Financial Advisers and Paraplanners in a wealth management practice.
  • Candidates should have relevant experience within Financial Services and a good working knowledge of Microsoft Office and Outlook.
  • The position offers opportunities for career development and study for industry exams.
  • The salary for this role is competitive, although the specific amount is not stated in the job description.
  • The ideal candidate should possess at least a few years of experience in the financial services sector.

Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.

Duties for this role will include:

  • To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service
  • Arranging meetings with clients on behalf of the Financial Planners if required
  • Sending confirmation of appointment emails/letters if required
  • Prepare for meetings by pulling together all mandatory documentation
  • To deal with incoming phone calls or taking messages for colleagues
  • To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers.
  • To ensure clients are offered a review meeting at least once a year as per our procedures.
  • Collating & updating client personal fact find information.

The candidate:

  • Good working knowledge of Microsoft Office & Outlook
  • Relevant experience within Financial Services

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.