Administrator - Client Services Financial Planning - Olney, United Kingdom - The Curve Group

The Curve Group

Verified Company

Olney, United Kingdom

2 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Services Administrator - Financial Planning
This is an excellent opportunity for an experienced financial services administrator who thrives on complex client scenarios. Our client will encourage and support your development in specialist areas, improving your skills.

Development towards a Paraplannerrole is always an option, but they value both roles equally and will support your development whatever path you choose.

Benefits

25 days holiday (plus bank holidays)
3% employer pension contribution
Health Cashback Scheme enrolment
Training allowance/support towards qualifications
Potential for bonus up to 10% of salary

-
Hybrid working options:

Potential for Friday early finishes

Purpose of Job:

To support Paraplanners and Financial Planners ensuring smooth delivery of excellent client service and client communications, as per business processes

Salary Range:
£23,000 - £28,000 depending on experience

Working Hours: 9-5pm Monday - Friday (with flexibility for Friday midday finish)

Start Date:
Immediate Start Available

Client Servicing

Organise existing and prospective client meetings and actively manage FP's
Diary and workload
Prepare client documentation in advance of and following client meetings (as per business processes)
Manage client service needs and client expectations to ensure client satisfaction

Client administration

Check accuracy and completeness of new business documentation

- compliant manner to the firm's standards

Ensure all supporting documentation is maintained as per company procedures Liaise with product providers to ensure timely and accurate responses to clients

- (progress chasing)