Financial Planning AdministratorNottinghamCompetitive salary plus benefits
To provide business support to Financial Advisers, working within the agreed business objectives.
To always maintain the highest possible ethical and professional standards, co-ordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation.
Providing accurate information to the management team when requested.
Responsibilities
The role will typically include:
* Administrative support to encompass the processing of new business and client valuations.
* To compile basic suitability reports from structured templates
* Preparing agendas and paperwork for client review meetings
* To act as a liaison, point for clients and providers.
* To maintain and update client information within Xplan and AWS Morningstar
* To assist the Practice Manager with operational projects where requested
* Pursue personal development of skills and knowledge necessary for the effective performance of the role.
Skills
1. Organised - capable of dealing with several tasks in parallel and being able to work on your own initiative.
2. Numerate - have good analytical skills.
3. Excellent standard of written & verbal communication
4. Ability to empathise and build strong business relationships with our client...