Financial Planning Administrator - Colchester, United Kingdom - mbf.

mbf.
mbf.
Verified Company
Colchester, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

A national financial advisory practice with an office in Colchester is seeking to recruit a highly motivated and organised Financial Planning Administrator to join their dynamic and flexible team.

This is an excellent opportunity for a financial servicesprofessional looking to grow their career in a supportive and dynamic work environment.


Responsibilities:


  • Support the financial advisors in delivering financial planning services to clients
  • Prepare and maintain client files, including data entry and document management
  • Assist in the preparation of client reports and presentations
  • Respond to client inquiries and requests in a timely and professional manner
  • Ensure compliance with regulatory requirements
  • Contribute to the overall efficiency and effectiveness of the team

Requirements:


  • Experience in a similar administrative role within the financial planning sector
  • Excellent organizational and time management skills
  • Strong attention to detail and ability to work under pressure
  • Ability to maintain client confidentiality and handle sensitive information
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office, including Excel and PowerPoint


We offer a highly competitive salary, excellent benefits and a flexible and dynamic working environment along with full support for market qualifications and genuine long term development opportunities.

If you are passionate about financial planning and looking for an exciting career opportunity, please do get in touch - thanks.

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