Our client - a well established Financial Services brokerage - is seeking to appoint an experienced Financial Planning Administrator to join their team.
The successful applicant will play an integral role in supporting the financial planning team as they help clients make informed decisions on their personal and corporate finances.
Key Responsibilities
1. Providing support to the wider Financial Planning team including scheduling client meetings, preparing meeting agendas and managing follow up tasks.
2. Management and development of our existing client database.
3. Recording and maintaining client data and records in a prompt and professional manner.
4. Nurturing relationships with new and existing clients.
5. Acting as the primary point of contact for clients – ensuring timely processing of client requests/queries, and providing ongoing support.
6. Prepare and process new business documentation.
7. Liaising with different product providers to manage client cases.
8. Contribute to ad-hoc projects.
Key Requirements
1. At least 2 years’ experience in a similar role working within the financial services sector.
2. QFA status or progression towards a relevant qualification would be a distinct advantage.
3. Demonstrate an ability to maintain a high level of accuracy.
4. Excellent administrative, communicative (written & oral) and interpersonal skills.
5. Proficiency in relevant software and tools for policy administration and client management.
6. Be an ambitious, proactive team player.
Skills:
QFA, Financial Planning, Administrative Support, Excel Advanced
Benefits:
Parking, Pension Fund
#J-18808-Ljbffr