Financial Administrator - Langton, United Kingdom - Panoramic Wealth Management Limited

Description

Company Description
Panoramic Wealth Management is a financial planning firm based in Tunbridge Wells. We specialise in providing personalised financial planning to helping clients achieve their lifetime goals. We offer comprehensive services to cater to a wide range of client needs.


Role Description

We are looking for a part time experienced Administrator to join our small friendly team working on a hybrid basis.

This role is based in the Tunbridge Wells area with parking onsite and with flexibility for remote working.

Within the role you will be responsible for various day-to-day tasks, including:

• Providing general administrative support;
• Managing phone calls;
• Assisting with client communications;
• Collating information for client meetings and reports;
• Obtaining illustrations through to implementing transactions on platforms and dealing with providers;
• Liaising with Providers and Investment Companies on behalf of clients;
• Direct contact with clients in respect of their dealings with our firm;
• Backoffice system maintenance and data inputting;
• Risk Profile reports;
• Valuations;
• Preparation of new business packs and review packs ready for adviser meetings;
• Research.

Experience and Qualifications

• Financial services experience is essential;
• Ideally suited with someone having 5 years or more experience;
• Familiarity of industry backoffice systems;
• Awareness of cash flow planning tools;
• Microsoft Office experience essential;
• With some financial planning exams or interest in achieving professional qualifications;
• Ability to work on own initiative, but also enjoy being part of a team.
• Professional manner and excellent communication skills.
• A keen eye for accuracy and attention to detail is paramount.

Immediate start.

Competitive salary

Job Type:
Part-time


Benefits:

• Company pension
• Free parking
• Private medical insurance
• Hybrid working

Work Location:
Hybrid remote in Tunbridge Wells area


No agencies

Job Type:
Part-time


Benefits:

• Company pension
• Free parking
• Private medical insurance

Work Location:
Hybrid remote in Langton

Application deadline: 31/05/2024