Job Title: Financial Planning AdministratorLocation: Stoke-on-TrentSalary: up to £30,000
Benefits:
* 31 days annual leave (incl BH)
* Income protection scheme from day 1
* Life assurance from completion of probation
* Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc.
* Company sick pay from completion of probation
About Us: We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as a Financial Planning Administrator. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office.
Role Purpose: As a Financial Planning Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements.
Key Duties and Responsibilities:
1. Provide high-quality administrative support to advisers and the support team.
2. Effectively communicate with clients and other parties to address queries.
3. Accurately process applications and record management information.
4. Collaborate with product providers, advisers, clients, and third parties to ensure timely case com...