At a Glance
- Tasks: Support Financial Advisers and ensure clients receive top-notch service throughout the advice process.
- Company: Reputable independent financial planning firm known for exceptional client service.
- Benefits: Gain valuable experience in finance, with opportunities for career growth and development.
- Other info: Join a supportive team in a dynamic environment focused on client success.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: No prior financial services experience required; just a passion for helping others.
The predicted salary is between 25000 - 32000 £ per year.
Our client is a well-established and highly regarded independent financial planning firm that prides itself on delivering exceptional client service.
Due to continued growth, they are looking to appoint a Financial Planning Administrator to join their experienced support team.
This is an excellent opportunity for someone with experience with no financial services administration to pursue a career within the industry.
The Role As a Financial Planning Administrator, you'll play a key role in supporting Financial Advisers throughout the advice process, ensuring clients receive a first-class service from initial enquiry through to ongoing reviews.
Your responsibilities will include: Supporting Financial Advisers with the preparation of client meetings and documentation Requesting information, valuations and quotations from product providers Preparing authority letters and client documentation Processing new business applications and monitoring cases through to completion Maintaining accurate client records and updating internal systems Uploading and managing client documentation in line with company procedures Carrying out anti-money laundering and other compliance checks Liaising with clients, providers and colleagues to progress cases efficiently Assisting with ongoing client servicing and annual review processes Responding to emails, te...
