Full job descriptionWe are looking for an experienced Financial Planning Administrator, ideally with some previous experience of working within an IFA environment.
Your role will include:
Building strong relationships with Financial Planners and clients.
Arranging client reviews, preparing meetings and managing diaries.
Maintaining accurate client records and following up outstanding actions.
Processing new business, resolving queries and reconciling client fees.
Working with colleagues across paraplanning, operations and finance to meet deadlines.
About you
You’ll bring strong organisation and communication skills, attention to detail and confidence using Microsoft Office. You’ll enjoy working collaboratively, managing competing priorities and keeping client service at the heart of your work.
Knowledge of financial planning products and administration would be valuable.