Financial Planning Administrator

Full Job Description

I am recruiting on behalf of a very successful, independently owned Financial Planning Firm and that are looking for an Administrator to expand the team due to their continued success.

This is a refreshing position within Financial Planning as we are open to most backgrounds, as long as you have the right attitude; willing to learn, polite, organised, motivated, with fantastic attention to detail... the rest can be taught!

As an Client services Administrator you will work closely with the team of Financial Advisers, to ensure efficient support and workflow to the companies clients and the wider team. This role is integral to maintaining my client’s reputation of offering a first-class service to all clients. Training and support are available for personal development.

Responsibilities include:

• Arranging client meetings and appointments.
• Managing and sending out client documentation ensuring accuracy
• Managing and coordinating annual client reviews
• Managing client queries
• Controlling and monitoring workflow within the whole team.
• Ensuring the back-office system is up to date

For this role it is required that you have previous experience within an FCA regulated environment (ideally within an IFA). Qualifications can be gained and supported during your employment here as well as opportunities to progress internally.

£23,000 - £30,000
Chichester
28 days holiday
Free Parking
Supported exams and qualifications
Internal career progression
  
For further information on this role or to apply please contact Tegan Sillett at Dynamite Recruitment (phone number removed)