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Financial Planning Administrator

Posted 7 February by Elite Staffing Solutions Easy Apply Ended

My client is a highly successful and reputable professional services company based in Taunton. They have a strong history of providing a modern and effective service to clients and have experienced a period of growth and expansion.

We are seeking a Financial Planning Administrator to work on a full time basis in the Taunton office. The salary offered is dependent on experience.

The purpose of the role is to provide administrative support to the Consultants.

The Role

Key responsibilities will include:

  • Liaise effectively with clients - preparing documentation
  • Updating and managing client data on database systems
  • Processing new business applications, tracking and liaising with external departments
  • Updating virtual cabinet with new and relevant documentation
  • Provide excellent communication and timely response to new business enquiries

The Candidate

The successful candidate must have;

  • Experience in a similar role - a client service focussed approach including excellent communication skills
  • Ability to prioritise workload
  • Previous experience in using Adviser Office client database/back office systems
  • Experience in using virtual cabinet
  • Excellent IT Skills including work, PowerPoint, Excel and Outlook

This is an exciting opportunity to join a fantastic professional services company with a great company culture.

Elite Staffing Solutions are acting as an Employment Agency on this vacancy.

Required skills

  • Administrative
  • Communication Skills

Reference: 34096300

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