1. Opportunity to join a prestigious firm in the East Midlands
2. Offering study support and progression opportunities
About Our Client
This professional services business is a well-established medium-sized company with a strong presence in its field. It is known for its expertise in accounting and finance and has an excellent reputation for progression and development opportunities.
Job Description
The Senior Financial Planning Administrator duties will include but are not limited to:
3. Work closely with consultants to enable them to focus on the delivery of advice to clients, and anticipating and supplying what they or the client may need
4. Provide input where appropriate and when requested, and provide any training, direction and support for others where needed
5. Be a point of contact for clients, colleagues and external links
6. Help to manage the consultant diary to help ensure the most effective use of their time
7. Communications with clients, as appropriate, ensure that they are accurate and are fit for purpose
8. Deal with all aspects of the new business process and ongoing servicing of clients' plans, liaising with colleagues in other service lines and product providers as appropriate
9. Work closely with technical support to gather accurate information required for prepping / planning cases
10. Proactively get involved and contribute ideas as part of continuous improvement
11. Any other ad hoc duties
The Successful Applicant
A successful Senior Financial Planning Administrator should have:
12. A strong understanding of accounting and finance principles
13. Proficiency in financial software and Microsoft Office applications, particularly Excel
14. Excellent attention to detail and organisational skills
15. The ability to work independently and as part of a team in a professional services environment
16. Effective communication skills, both written and verbal
17. A proactive approach to problem-solving and process improvement
What's on Offer
18. A competitive salary up to £32,000 (depending on experience)
19. Comprehensive benefits package to support your well-being
20. Generous holiday allowance
21. Opportunities for professional growth and development within the accounting and finance department
22. Free onsite parking in Northampton