Our client is looking for a Financial Planning Administrator to assist them in their busy practice in Burgess Hill. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people.
You will be:
* Keeping close contact between clients and colleagues
* Retrieving new and historic information about individual clients
* Holding records of every verbal, written or electronic communication with colleagues, clients and third parties
* Working alongside financial advisers to obtain information as part of the process of creating financial reports
* Assessing objectives for individual clients to target the necessary solution
* Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
* Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client
* Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
* Keeping a up to date with any developments in the world of finance to benefit the needs of clients.
This is a great opportunity to join a growing, established practice and work alongside a team of professionals.