Recruit Wealth are delighted to be representing a highly successful, well known, national Financial Planning business with offices throughout the UK.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Reading, these are newly created roles to boost additional headcount.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
As a key member of the Client Administration team you will be responsible for the day-to-day support and servicing of private clients relating to their pension and investment needs. You will work closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team.
Excitingly, there are various newly created administration opportunities within the business as they continue their ambitious growth journey.
Main Duties
The role will see you working closely with the Client Administration Team Leader and team of Administrators to provide an integral function to the wider team, including Paraplanners and Financial Planners.
Client Administration Support and Servicing to include the following:
* Providing proactive and dedicated assistance to Advisers
* Managing Adviser’s diaries and arranging client meetings
* Contacting clients by telephone/email
* Liaising with internal and ex...