Client Support Specialist Administrator - Preston, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Preston, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

This rapidly growing financial planning firm is searching for an experienced and motivated Financial Planning Specialist to provide exceptional support to high-net-worth clients and the advisors.

If you're an IFA Admin working towards or have recently achieved your level 4 diploma and looking to progress your career, this opportunity is for you

This salary for this opportunity is up to £30,000 dependent on experience.

About the Role:

As the Financial Planning Specialist, you will take ownership of specific client requirements, assist with new business and client review processes, and conduct comprehensive financial research.

You will also support the Financial Advisors by managing their diaries, booking appointments, and liaising with clients, as well as preparing suitability reports and updating cash-flow reports.

You will work closely with senior Wealth Planners to provide a "family office" style client service, and as an integral part of the team, you will help deliver against organizational key results and objectives.

Responsibilities:

Provide highquality service and support to private clients.
Assist Financial Advisors in seeking out and nurturing opportunities for new business and referrals.
Maintain accurate and uptodate client records.
Assist Advisers with diary management, including booking appointment and liaising with clients and providers.
Ensure client reviews are scheduled annually in line with their changing requirements.
Deliver accurate and thorough research, and calculations to advisors.

Requirements:

Level 4 or higher financial planning qualification or working towards.
Demonstrated experience in personal financial planning, tax, and constructing cash flow plans, research and suitability reports.
Experience providing administrative support and quality communication within a Wealth Management or Financial Planning firm.
Proficiency with Microsoft Word, Excel, and PowerPoint.
Experience with XPlan or similar software (preferred)
Excellent communication skills, with comfort dealing with clients.
Ability to produce accurate work within tight deadlines.

Benefits: