Financial Planning Administrator - Cambridge, United Kingdom - Brevere Group

Brevere Group

Verified Company

Cambridge, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you interested in developing your career within financial services, looking for a new role in a dynamic and supportive environment, offering genuine long term career opportunities?

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

Duties for this role will include:

To provide proactive administrative support to the adviser team to ensure an efficient and smooth service.
Ensure new business is processed accurately and passed across to Business Support Team Manager or deputy to check in.
Ensure all client electronic files are maintained to a very high standard and regularly updated.
To deal with incoming phone calls or taking messages for colleagues
Arranging meetings with clients on behalf of the Financial Planners if required

You will have:

Organised with the ability to multitask.
High level of accuracy and attention to detail.
Experience in a financial services environment

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.

Hybrid working is offered with this role.

Salary:
£24,000.00-£27,000.00 per year

Benefits: