Financial Planning Administrator

This Financial Planning Administrator job in Gerrard’s Cross provides opportunity to join a growing, boutique financial planning firm

As a Financial Planning Administrator you will be working directly with the Principal Financial Advisor to provide excellent client service. Your key focus will be to provide detail orientated and timely administrative support to assist the business running as smoothly as possible. Your duties will include:

• Assisting with diary management to organise client appointments
• Prepare client meeting packs and obtain missing information prior to the appointments
• Identifying upcoming tasks and completing them in a timely manner
• Submitting new business and tracking cases through their client database
• Input information onto sales system and platform system
• Maintaining and updating client records
• Responding to client queries and requests for information
• Ensuring all tasks are completed in a compliant manner

Also, you will be working with the Principal Financial Advisor in creating new administrative processes to develop a smooth and efficient method of work.

Financial Planning Administrator Requirements

• You should be an experienced Administrator within Financial Services, either within a financial planning firm or provider
• This role requires you to be highly organised
• You must be happy to work as part of a small team, and be happy to work together on the collective goal

The Company

This is a small boutique financial planning business that was first established in 2011 by the Founder and Financial Advisor. The Founder is passionate about offering each client, personalised solutions matching their needs. They are currently in search for an experienced Financial Planning Administrator to support the growth of this business.

Financial Planning Administrator Benefits

• Salary of up to £35,000 depending on experience
• Full-time or part-time option available
• Fully office based with view to potential flexible working over long term
• Progression to become a Financial Advisor or technical support if desired

Locations

Gerrards Cross

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.