At a Glance
- Tasks: Support clients with pensions, investments, and protection products while ensuring top-notch service.
- Company: Reputable financial planning firm with a focus on growth and client satisfaction.
- Benefits: Negotiable salary, supportive team environment, and opportunities for professional development.
- Other info: Join a modern firm with excellent career progression opportunities.
- Why this job: Be a vital part of a dynamic team making a difference in clients' financial lives.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.
Responsibilities
- Processing new business applications
- Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
- Arranging client meetings and managing Advisers’ diaries
- Completing portfolio illustration requests
- Providing comprehensive back-office support
- Ensuring all financial planning administration is completed in line with company procedures
- Corresponding with clients in both written and verbal formats
- Maintaining accurate, compliant, and well-presented client records on company systems
Key Requirements
- Previous experience working within a Financial Planning firm (essential)
Financial Planning Admnistrator in Kent employer: Grove Talent Solutions
Join a modern and growing financial planning firm in Maidstone, where you will be part of a dynamic team dedicated to delivering exceptional service. With a strong focus on employee development, we offer comprehensive training and growth opportunities, ensuring that you can advance your career while enjoying a supportive and collaborative work culture. Our commitment to excellence and client satisfaction makes us an outstanding employer for those seeking meaningful and rewarding employment in the financial sector.
