Administrator - Financial Planning

Are you a diligent administrator with financial services experience, looking for a new role in a dynamic and supportive environment, offering long term career opportunities?

Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.

Duties for this role will include:

• Obtain policy information, quotes, illustrations, and product details.
  
• New client onboarding from initial contact until funds are invested.
  
• Process and submit new business to providers and ensure applications are completed efficiently.
  
• Prepare documentation for initial client meetings and annual financial reviews.
  
• Create, schedule and manage follow-up tasks relating to client meetings.
  
• Quickly and effectively deal with queries from clients through clear and thorough communication.
  
• Collate and record client policy information and critical data.
  

You will have:

• Organised with the ability to multi-task.
  
• Good level of educations
  
• Understanding of financial planning products and processes
  

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

This role is office based.

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