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Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in Lewes, East Sussex. They are looking for a Financial Planning Assistant to join their team and provide day-to-day support to the Financial Planners. The Financial Planning Assistant role is client focused and you will FPAs attending client meetings and research and produce technically accurate and well written follow up work.
Key responsibilities:
- Manage incoming calls and emails for the Adviser
- Make appointments for new and existing clients, annual reviews and other meetings as required.
- Prepare recommendations/reports that account for clients’ circumstances and needs.
- Implement actions, such as changing existing investment holdings, as directed.
- Providing client support required via phone, email or post.
- Attend external events with the Adviser where required
- Maintaining and organising the Advisers diary
- Set up client files and filing.
- Produce client specific illustrations.
- Update client holdings, valuations, obtain share values, use analytics.
- Analyse and interpret financial and other data and produce relevant reports.
- Maintain detailed and accurate records.
- Interpret instructions and issues arising and then implement actions according to administrative policies and procedures.
- Adhere to stated policies and procedures relating to quality management.
- Greet clients who visit the office.
- Any other tasks as required as part of a varied role reporting to the Managing Director.
Ideal Candidate:
- Someone who is passionate about Financial Advice.
- A person who is dynamic, positive, outgoing, professional and confidential in undertaking all aspects of their role.
- Candidates must be articulate, numerate, well presented and used to dealing with people at all levels.
- Someone that is comfortable dealing with a wide variety of tasks, often relating to different businesses to tight deadlines.
- A team player, who is comfortable working closely with the Adviser, but is equally comfortable working on their own.
If you are interested in this position then please forward your CV to Sam at Artemis Recruitment.
