Financial Planning Administrator

Posted 2 October by MB Fitzgerald
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Our Client is a Wealth Management practice based in Marlow, Buckinghamshire. Their Clients include successful business people, families and retirees based locally and countrywide; providing them with a complete range of wealth management and personalised financial planning services.

They are now looking to recruit an all round Client Support Administrator to join
their existing support team.

As a key part of this small office team you will be highly efficient, organised, and be able to multi-task and prioritise tasks accordingly. You will have a 'hands-on' approach and not be afraid to get on with the task in hand.

Key responsibilities include:

Client Support including:

  • Preparing documentation for Client meetings
  • Booking appointments and scheduling meetings
  • Production of client valuations and preparation of review packs
  • Extensive Client liaison
  • Updating presentation data; including Client and marketing data
  • Liaising with 3rd party providers and professional connections
  • Providing proactive diary management for the Financial Adviser/Business Owner
  • Coordinating and managing travel arrangements for the Financial Adviser/Business Owner

Office Administration including:

  • Coordinating office procedures
  • Managing Client refreshments
  • Managing incoming telephone communications
  • Ensuring that the administration elements of the business are run in a responsible and efficient manner
  • Coordinating and implementing business projects to support business development and
    growth
  • Assisting the Directors with other activities

Role Requirements:

  • You will have experience in a busy and varied office and be able to offer a professional and efficient approach to business support and management
  • You will have experience gained from working for a firm of Financial Advisers
  • You will be IT literate
  • You will have excellent organisational skills with very good attention to detail

Reference: 35265973

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