Job Title: Financial Planning Administrator
Location: Horsham
Salary: Up to £30,000 per annum (pro-rata for part-time)
Employment Type: Full-time or Part-time
Job Description:
We are seeking a motivated and detail-oriented Financial Planning Administrator to join our team based outside of Horsham. The successful candidate will play a key role in supporting our financial planning operations, ensuring smooth and efficient administrative processes.
Responsibilities:
1. Provide administrative support to financial planners, including preparing client documentation, processing transactions, and maintaining client records.
2. Assist with client communication, scheduling appointments, and responding to inquiries in a timely and professional manner.
3. Liaise with product providers and third-party suppliers to obtain information and documentation as required.
4. Submitting new business applications
5. Help to prepare financial reports, presentations, and proposals for clients.
6. Support compliance processes by ensuring all documentation and procedures adhere to regulatory standards.
7. Contribute to the ongoing improvement of administrative processes and systems to enhance efficiency and effectiveness.
8. Collaborate with team members to achieve business objectives and deliver exceptional service to clients.
9. Keep abreas...