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Are you looking for your next role within Financial Planning, and want to work as part of a small regional team, but with the backing of a national company to support your continued career progression ?

We are recruiting for a Client Administrator to support a Financial Advisor, ensuring a great client experience, by helping with their diary management, case management and building strong relationships via Teams calls and face to face meetings within the office.

Key Responsibilities:

• Liaise with 3rd party pension and insurance providers
• Process new business applications
• Co ordinate Financial Planners diaries and arrange meetings and reviews
• Collate review packs and reports for meetings
• Act as the first point of contact for client queries
• Ensure the CRM is updated

To be successful you will already have a minimum of a year working within a Financial Planning/Services or Wealth Management environment, with a good level of knowledge of financial products including pensions, investments and protection., and be process driven and comfortable working with numbers.

This is a hybrid opportunity after 6 months initial onboarding within the office full time.

1 week ago