Financial Planning Administrator - Milton Keynes, United Kingdom - Mazars

Mazars
Mazars
Verified Company
Milton Keynes, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Overview of the Mazars Private Client (MPC) service line
The Mazars Private Client service line provides impartial, tailored financial planning, wealth management and tax advice to:

  • Individuals
  • Business Owner-Managers


  • Trustees

  • Private and Charitable
Our unbiased approach to financial planning sets us apart from other financial planning firms. We are a leading, purely fee based, Independent Financial Adviser (IFA).

We provide a full range of financial planning services, from financial health checks toadvice about investments, pensions, tax planning and employee benefits.


Because we are independent, we are not reliant on commission payments from providers which means our advice is truly unbiased and tailored to clients.

As a result, clients only pay for our advice, as they require it.

This unbiased approach to financial planning,based solely on a client's circumstances and lifestyle objectives, sets us apart from other financial planning firms.


Job Purpose


An exciting opportunity has arisen for an experienced financial planning administrator to join the Business Support Team in one of the top IFA firms in the UK.


Role & Responsibilities

  • Process new business and servicing existing clients
  • Liaise with Financial Planners, internal departments, providers where necessary
- accurately record and maintain client data on Intelligent Office

  • Creating electronic files for new clients on Intelligent Office and keeping client records up to date.
  • Flexible working, can work from home or home office with an expectation to travel to Milton Keynes office a few times a month

Skills, Knowledge and Experience

  • Excellent communication skills both verbal and written.
  • General IT skills.
  • Able to prioritise workload.
  • Able to work to deadlines.
  • Able to work within defined business processes.
  • Adaptable to changing demands and priorities.
  • Work well individually and as part of a team.
  • Seeks opportunities to develop own skills.
  • Demonstrates commitment to own development.

Inclusion and Diversity
At Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business.
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