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Financial Planning Support Administrator

Financial Planning Support Administrator

Salary: £24,000 – £28,000

Stockport, Cheshire

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.

Key Responsibilities:

  • 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.

Experience:

  • 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.

Permanent
26 February 2024
Financial Planning
IFA Administrator
Greater Manchester, Stockport
Salary: £24,000 - £28,000. Role offers hybrid working and flexible working hours.