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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.
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