Job Description & How to Apply Below
Financial Planning Administrator
Location : Hybrid–Newburyoffice1–2daysperweek,remainderremote
Full-time|Competitive salary+benefits
Areyouanorganisedandproactiveadministratorwithexperienceinfinancialplanningorwealthmanagement?
We’resupportingarespected
Chartered Financial Planningfirmin Newburythatislookingforadedicated Financial Planning Administrator tojointheirgrowingteam.
Thispositionplaysavitalroleinensuringexceptionalclientservice,efficientadvisersupport,andsmoothday-to-dayoperationalprocesses.
Ifyouthriveinaprofessional,client-focusedenvironmentandenjoybeingattheheartofawell-runadvicebusiness,thiscouldbeafantasticnextstepinyourcareer.
- Liaisewithclientstoscheduleandconfirmmeetings
- Produceanddistributecompliantmeetingpacks
- Checkpacksandchasemissingdocumentation(LOAs,applications,etc.)
- Maintainaccurateclientinformationandnotesin Intelliflo(IO)
- Providerequiredinformationto Paraplanners
- Trackandfollowuponadviceimplementation
- Keepclientsproactivelyinformedonprogress
- Useinternalsystemsanddashboardstomonitorworkflow
- Actasafirstpointofcontactforclientqueries
- Scananddistributeposttorelevantteammembers
- Provideaccuratedataentryandadministrativesupport
- Supportsmoothrunningofclientservicesandcomplianceprocesses
- Experiencewithinan
IFA,financial planning,orwealthmanagementenvironment - Strongorganisationalskillsandexceptionalattentiontodetail
- Abilitytomanagemultipletasksandprioritiseeffectively
- Excellentwrittenandverbalcommunicationskills
- Aproactive,professional,andclient-centricapproach
- Familiaritywithfinancialplanningsoftware(Intelliflo
IOdesirable)
- Joinavalues-driven,Charteredfirmcommittedtoexcellence
- Hybridworkingstructuresupportingwork-life balance
- Opportunitiesforprogressionwithinagrowingbusiness
- Contributedirectlytoexceptionalclientexperiences
- Supportive,collaborativeteamculturewithroomtogrow
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