Social network you want to login/join with:
Financial Planning Administrator - St. Albans, St Albans
col-narrow-left
Client:
Blakemore Recruitment
Location:
St Albans, United Kingdom
Job Category:
Finance
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
4229057d6ed2
Job Views:
3
Posted:
15.05.2025
Expiry Date:
29.06.2025
col-wide
Job Description:
We are currently recruiting for a highly regarded Financial Planning practice based in St. Albans who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Key Requirements and Skills:
They will be part of an administration team, supporting in all day-to-day tasks. This will include
* handling incoming mail, scanning, filing
* arranging client meetings
* preparing client files for meetings
* processing new business
* maintaining client files, database management
* corresponding with clients
* the updating of fact finds and AML checks
* liaising with providers
It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service.
Experience in the use of document management systems is an advantage as is the use of financial planning software like Xplan, Adviser Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications or a plan to study for these to enhance their career prospects.
#J-18808-Ljbffr