Job description
An opportunity has become available for a Financial Planning Administrator near Borehamwood to join a growing financial planning firm.
Your role will include but will not be limited to:
1. Handle all incoming calls/emails in a professional and efficient manner.
2. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner.
3. Record annual review dates on the back office system and monitor regularly.
4. Plan, book and prepare for all annual review meetings ensuring none are missed.
5. Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect.
6. Help clients to register for, navigate and update their account
7. Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries.
8. Collate and pre-populate New Business / Servicing forms and application packs.
9. Process all new business ensuring all transactions are tracked through to accurate and timely completion.
10. Create and update client platform account records.
The ideal candidate will:
11. Previous experience of working within a similar role
12. Strong interpersonal, communication and customer service skills
13. Excellent diary management, planning and organisational skills
14. Excellent accuracy and attention to detail
15. Proven ability to work on own initiative
16. Excellent telephone manner
17. Proven high level of customer service.
This is a unique opportunity for a Financial Planning Administration role Borehamwood to join a growing financial planning firm.