Financial Planning Support Administrator
Salary: £24,000 – £28,000
The role offers hybrid working from home and flexible working hours.
Forward-thinking financial planning firm dedicated to helping clients achieve their financial goals are looking to add to their Financial Planning administration support team.
They are seeking a highly organised and detail oriented Financial Planning Administrator to join their team. The successful candidate will play a critical role in supporting the financial planning advisors and ensuring the smooth and efficient operation of our office.
- Assist financial planning advisors in preparing financial plans and investment recommendations.
- Coordinate and schedule client meetings and follow-ups.
- Maintain and update client files and records.
- Process account applications, transfers, and other paperwork.
- Prepare reports and presentations for client meetings.
- Handle administrative tasks, including phone calls, emails, and managing office supplies.
- Collaborate with team members to ensure client needs are met effectively and efficiently.
- Provide exceptional customer service to clients and address their inquiries and concerns promptly.
- 2 Years experience working within a Financial Planning practice.
- Ideally experience within Pensions or Investment Management administration.
- Excellent attention to detail and ability to handle sensitive and confidential information.
- Proficiency in Microsoft Office Suite, especially Excel, Word, and PowerPoint.
- Previous experience in financial services or a similar role is preferred.
For more info on this outstanding Financial Services job opportunity in Cheshire please click to apply.