Financial Planning Assistant - Mold, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Mold, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Financial Planning Administrator Needed - Competitive Salary & Growth Potential


Are you organized, detail-oriented, and passionate about financial planning? We want you
We're excited to announce an opening for a
Financial Planning Administrator in a dynamic team. This is a fantastic opportunity to join a forward-thinking financial advisory firm that values innovation and dedication.


What You'll Get:

-
Competitive Salary: Reflecting your experience and skills up to £28,000
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Professional Development: Opportunities for growth and advancement.
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Supportive Environment: Work with a team that's as invested in your success as you are in our clients'.


Your Role:


  • Be the first point of contact, setting the tone for exceptional client service.
  • Maintain impeccable records and handle sensitive information with the utmost confidentiality.
  • Contribute to streamlining our administrative processes, enhancing efficiency and client satisfaction.
  • Organise and prepare formal annual reviews to include valuations andanalyses of pension and investment performances
  • Confidently liaise with pension and investment providers via telephone and online platforms to develop trusted and reliable relationships.
  • Review all suitability reports to ensure the recommendations support the client's circumstances.

We're Looking For:


  • Someone who can anticipate needs and provide solutions.
  • A collaborative mindset is key in our inclusive workplace.
  • A keen interest in financial products and markets
  • Experience working for an IFA firm is essential
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