Financial Planning Administrator
Leicester
Salary up to GBP30,000
Our client are a well-established Wealth management organisation who have an excellent opportunity for an ambitious and talented 'Client Relationship Manager' to join their team based in the Leicester area.
This role will suit someone who has been working within Financial Planning industry and has experience of processing new business with regards to Pensions & Investments. You will be providing paraplanning support to the Managing Director and other advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.
Daily you will be responsible for.
" Accurately and efficiently supporting advisers
" Preparing for client meetings
" Completing Post meeting tasks for advisers
" Producing accurate and timely quotations and research for clients
" Dealing with non-advice client requests such as withdrawals and contributions
" Letter/Email/Phone communication with clients and providers
" Regularly updating internal back office systems
" Writing high level client letters and emails
" Submitting and monitoring new business
" Ensuring all compliance points met (as per regulatory requirements)
" Maintain and proactively secure Product, Technical and Regulatory knowledge to enhance
" personal performance
" Establish strong client relationships.
" Carrying out other office tasks and activities as required
The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment.
For further information please contact one of our specialist consultants quoting NJR15954
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