At a Glance
- Tasks: Be the first point of contact for clients and support financial advisers.
- Company: Join a dynamic team focused on client impact and professional growth.
- Benefits: Gain valuable experience, develop your skills, and enjoy a supportive work environment.
- Other info: Opportunity for career advancement in a collaborative atmosphere.
- Why this job: Make a real difference in clients' financial journeys while building your expertise.
- Qualifications: Strong communication skills and a desire to help others.
The predicted salary is between 30000 - 40000 £ per year.
Were currently looking for an exceptional Financial Planning Administrator to join our team .
This is a great opportunity to work closely with advisers, develop your expertise , and make a visible impact on the clients we serve !
What youll be doing being the first point of contact for clients - handling queries with professionalism, warmth, and a genuine desire to help providing support to financial advisers, preparing review meeting packs maintaining accurate client records in XPLAN, including Fact Find information, compliance documentation, and AML checks processing new business, fund switches, LOAs, and change of agency procedures end to end using XPLAN workflows tracking case progress and keeping both advisers and clients informed at every stage helping with g...
Financial Planning Administrator employer: Mattioli Woods
At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work environment for our Financial Services Administrators. With a focus on career progression, competitive benefits including hybrid working options, and a collaborative team culture, you will have the opportunity to develop your expertise while making a meaningful impact on our clients. Join us to be part of a team that values your contributions and supports your professional growth.
