Are you a diligent administrator with financial services experience, looking for a new role in a dynamic and supportive environment, offering long term career opportunities?
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.
Duties for this role will include:
* Obtain policy information, quotes, illustrations, and product details.
* New client onboarding from initial contact until funds are invested.
* Process and submit new business to providers and ensure applications are completed efficiently.
* Prepare documentation for initial client meetings and annual financial reviews.
* Create, schedule and manage follow-up tasks relating to client meetings.
* Quickly and effectively deal with queries from clients through clear and thorough communication.
* Collate and record client policy information and critical data.
You will have:
* Organised with the ability to multi-task.
* Good level of educations
* Understanding of financial planning products and processes
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous ba...