Overview Of The Role
Financial Planning Administrator supporting a busy team of advisers and managers by administering client policies, managing provider relationships, and ensuring regulatory compliance. Proactively chase pipeline business and maintain a high standard of service while promoting practice values such as Treating Customers Fairly.
* Provide wealth administration support to advisers and managers.
* Administer client policies and liaise with providers and business partners, maintaining regulatory compliance.
* Proactively chase pipeline business with advisers, clients, and partners.
* Support and actively promote practice values, including Treating Customers Fairly.
About You
* Team player capable of working independently.
* Sound understanding of the financial services industry, with experience in pensions and investments preferably.
* Excellent verbal and written communication, with client and third‑party interaction.
* Strong time‑management and ability to prioritize workload.
* High accuracy performing multiple tasks simultaneously.
* Customer‑service oriented problem‑solving skills.
* Proficiency in MS Office, Excel, and CRM systems.
* Ability to work under pressure, meeting deadlines and targets.
* Willingness to learn and pursue industry qualifications through training.
This role suits an individual with Financial Planning Administration experience who is looking to advance their career. The business offers a generous salary, company benefits, and modern offices.
Location: Arundel, West Sussex
Salary: £24,000 - £26,000 per annum.
Job type: Full time
Posted: 21/06/2023
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