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Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
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 business support to Financial Advisers, working within the agreed business objectives
- Administrative support to encompass the processing of new business and client valuations
- To maintain and update client information.
- Letter of authority issue and chasing
- Chasing financial information from clients
- Provide outstanding customer service to meet expectations of clients, and colleagues.
- Timely and accurate processing of all client documents and returned queries to ensure that client’s needs are met.
The candidate:
- Good working knowledge of Microsoft Office & Outlook
- Relevant experience within Financial Services
- Experience with IO Intelligent Office would be an advantage
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.
Hybrid working can be offered with this role, in the office 2 or 3 days per week.
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