Job description
My client is currently looking for an experienced Financial Planning Administrator to join their team in Maidstone
The Role:
1. To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
2. To work closely with the aligned Financial Planners to deliver excellent client outcomes.
3. To build relationships with clients and maintain regular contact.
4. Maintain back-office systems and client records in line with the company policies.
5. Request policy information from third party policy providers if applicable.
6. Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
7. Preparation of meeting packs and valuations (as required)
8. Assist investment managers in the preparation of new business pitches and presentations
To be successful in this role, you should have:
9. Experience working in the financial services industry.
10. A strong ethic of client service.
11. Ability to work under pressure and to prioritise work.
12. Excellent communication skills both written and verbal, influencing and organisational skills.
13. Ability to use judgement and reasoning to propose solutions to problems.
As a colleague here you will have access to benefits that include:
14. Competitive salary
15. Full training and exam support
16. Private medical insurance
17. Life assurance
18. Pension contribution
19. Hybrid working mode
20. Option to purchase additional holiday
21. Shared parental leave