At a Glance
- Tasks: Coordinate client meetings and prepare documentation for a seamless financial planning experience.
- Company: Join Verlingue Financial Planning, a leader in client-focused financial services.
- Benefits: Enjoy competitive pay, flexible working hours, and opportunities for professional growth.
- Other info: Work in a supportive team environment with modern tools and career advancement potential.
- Why this job: Be the vital link between clients and financial experts, making a real difference in their lives.
- Qualifications: Strong organisational skills and a passion for client service are essential.
The predicted salary is between 25650 - 31350 £ per year.
Verlingue Financial Planning is seeking a Financial Planning Administrator to join our client service team in the UK.
You will coordinate client meetings, prepare documentation, process applications, and be a point of contact for clients and providers.
You will help maintain accurate records, support the financial planning team, and ensure high standards of service in all administration tasks, while working with modern CRM tools and MS Office.
#J-18808-Ljbffr
Client-Focused Financial Planning Administrator in Bury St Edmunds employer: Verlingue UK
Verlingue UK is an exceptional employer that prioritises inclusion and professional development, making it a fantastic place for individuals looking to advance their careers in the insurance sector. With a strong focus on strategic leadership and client advocacy, employees are empowered to make impactful decisions while enjoying a collaborative work culture that values diverse perspectives. Located in a dynamic environment, Verlingue offers unique opportunities for growth and innovation within the claims function, ensuring that every team member can thrive and contribute to meaningful outcomes.
