Job Advert: Financial Planning Administrator
Location: Ramsbottom Salary: Negotiable to around £30K, with excellent benefits package
Are you a proactive and detail-oriented professional with a passion for delivering exceptional client support in the financial services industry? Join this highly respected and established firm of Independent Financial Advisors, as a Financial Planning Administrator, and play a pivotal role in supporting our advisers and enhancing our client experience.
Key Responsibilities:
As a Financial Planning Administrator, you’ll be responsible for:
1. Pre-Sales Support: Assisting Paraplanners/Advisers by preparing engagement letters, change of agency letters, client agreements, and gathering essential documents like provider application forms and client policy valuations.
2. Client Data Management: Ensuring our back-office software is consistently updated and providing up-to-date valuations and relevant information to advisers.
3. Administrative Duties: Managing adviser diaries, maintaining client accounts, coordinating client communications, and handling filing and other administrative tasks.
4. Client Interaction: Responding to phone and intercom inquiries, greeting clients and visitors, and assisting with meeting preparation.
5. Continuous ...