Our client is a reputable firm of financial planners based in Altrincham, dedicated to helping individuals and families achieve their financial goals. With a rich history of success and a commitment to excellence, this company are seeking a Financial Planning Administrator to join their team. If you are detail-oriented, organized, and passionate about supporting clients on their financial journeys, we invite you to apply.
As a Financial Planning Administrator, you will play a crucial role in supporting our financial planning team in delivering exceptional service to their clients. You will be responsible for a wide range of administrative tasks to ensure the smooth operation of the office and the success of their financial planning services.
- Client Service: Assist in managing client relationships, responding to inquiries, and scheduling meetings.
- Document Management: Maintain accurate client records, financial documents, and correspondence.
- Data Entry: Enter and update client financial data accurately on systems.
- Appointment Scheduling: Coordinate appointments and meetings for the financial planning team.
- Compliance: Ensure all documentation and processes adhere to regulatory requirements.
- General Administrative Support: Provide day-to-day administrative assistance to the team as needed.
- Previous experience in financial services, ideally within a financial planning administrator role, is preferred.
- Strong organizational skills and attention to detail.
- Excellent communication skills, both written and verbal.
- Proficiency in Microsoft Office Suite and other relevant software.
- Knowledge of financial planning concepts and terminology is a plus.
- Ability to work well in a team and independently, as required.
- Competitive salary, up to around £29,000, negotiable based on experience.
- Opportunities for career advancement within the firm.
- Ongoing training and professional development.
- Supportive and collaborative work environment.
- Contribution to pension plan and other benefits.
- Financial Services
- Financial Planning