I am currently recruiting for a financial Planning administrator to join growing financial Planning practice.

The role is working in a relaxed but busy and friendly office. The company is offering 1 - 2 day home working if this is preferred, but this would be after training. The role can be full time OR part time

The role:

Support the Financial Advisers by providing full administrator support to our clients. This involves compiling and generating various financial reports, using a number of analytical tools and general day to day enquiries.

Assist with client meetings, from appointment scheduling, preparation of financial documents to follow up actions post meeting for example fund switches or withdrawals.

Act as main point of contact for your assigned clients ensuring you provide exemplary customer services at all times.

Confidently liaise with providers and other third parties to obtain financial information on behalf of our clients.

Assisting with projects as they arise for example Consumer Duty and demonstrate dedication to your own personal growth and development within the company.

Work collaboratively with Financial Advisers and the Client Operations Manager to ensure effective operational organisation of the team.

Manage your own workflows and tasks, working on own initiative & achieve agreed outcomes without supervision.

The ability to work as part of a team is paramount to this role.

Actively engaging with all team members is key and coordinated efforts ultimately enhances the overall client experience we aim to provide at all times.

The person specification

• For this role we are looking for individual that have experience working in financial services. This can be wither with a provider or advisory firm. This must be demonstrated on your cv / work history
• You will need excellent communication skills, both verbally and written
• We would welcome any of the industry relevant exams for e.g CF1 or RO exams
• Organised
• Punctual
• Team player
• Attention to detail.

Job Types: Full-time, Part-time