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- Manage all stages of clients' financial planning journey.
- Build and nurture client and provider relationships to ensure a high quality and personalised service delivery.
- Liaise with the financial planners to assist diary management (scheduling appointments etc) and to ensure work is completed on time.
- Prepare client reports and correspondence
- Organise and prepare information, forms and other requirements for client meetings.
- Process and track applications.
- Prepare client review documentation to agreed standards.
- Experience in a Financial Planning Administration or Client Relationship role (essential)
- Meticulous attention to detail and accuracy
- Experience using Intelligent Office, Microsoft Office 365
- Experience of using platforms preferred
- Numerical and analytical with a high standard of written English
- Excellent communication skills
- Bonus scheme
- Hybrid role, 2 days in the office
- Private Medical Insurance
- 28 Days holiday (inclusive of bank hols)
- Birthday off
Financial Planning Administrator - United Kingdom - Burford Recruitment Company
Description
An award-winning Wealth Management Company in Witney have an exciting position for an accomplished Financial Planning Administrator to join their close-knit team.
The Financial Planning Administrator is a vital role within the business, and you will provide a comprehensive administration service for your portfolio of HNW clients and Financial Planners. The company pride themselves on providing exceptional levels of service to their clients, and so they are looking for a professional, enthusiastic administrator with excellent communication skills. Key Duties