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Client:
IDEX Consulting
Location:
Ipswich
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
215288b41332
Job Views:
59
Posted:
24.01.2025
Expiry Date:
10.03.2025
Job Description:
An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training, and hybrid working.
Your role will include but will not be limited to:
1. Handle all incoming calls/emails in a professional and efficient manner
2. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
3. Record annual review dates on the back office system and monitor regularly
4. Plan, book, and prepare for all annual review meetings ensuring none are missed
5. Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
6. Help clients to register for, navigate and update their account
7. Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries
8. Collate and pre-populate New Business / Servicing forms and application packs
9. Process all new business ensuring all transactions are tracked through to accurate and timely completion
10. Create and update client platform account records
The ideal candidate will:
1. Previous experience of working within a similar role
2. Strong interpersonal, communication and customer service skills
3. Excellent diary management, planning and organisational skills
4. Excellent accuracy and attention to detail
5. Proven ability to work on own initiative
6. Excellent telephone manner
7. Proven high level of customer service
This is an excellent opportunity for a Financial Planning Administration role in Ipswich to join a growing financial planning firm.
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