Financial Planning Administrator - Cheltenham, United Kingdom - Adjacency Recruitment

Adjacency Recruitment
Adjacency Recruitment
Verified Company
Cheltenham, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description
Key responsibilities

  • Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
  • New and existing client communications and queries.
  • Assisting in the smooth day to day running of the general office by providing administration support to colleagues.
  • Undertaking responsibility for tasks in the financial planning process, in particular relating to the new client and annual review process.
  • Assisting with the setting up and maintenance of client records/processes in the firm's existing back office system and work with colleagues to improve the integrity of the data and subsequent output.
Skills required

  • Communication skills that allow you to inform, help and advise clients clearly and to liaise effectively with other professionals
  • Problemsolving skills
  • Confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations
  • An ability to work well under pressure
  • Organisational and planning skills to develop customer services policies
  • A commitment to improve your own customer service skills on an ongoing basis
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