An opportunity has become available for a Financial Planning Administrator in Stamford to join a growing financial planning firm. This organisation offers great support, training and hybrid working.
Your role will include but will not be limited to:
* Handle all incoming calls/emails in a professional and efficient manner
* Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
* Record annual review dates on the back office system and monitor regularly
* Plan, book and prepare for all annual review meetings ensuring none are missed
* Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
* Help clients to register for, navigate and update their account
* Keep the Financial Planner and client regularly updated on the progress of outstanding cases and dealing with any technical queries
* Collate and pre-populate new business/servicing forms and application packs
* Process all new business ensuring all transactions are tracked through to accurate and timely completion
* Create and update client platform account records
The ideal candidate will:
1. Previous experience of working within a similar role
2. Strong interpersonal, communication and customer service skills
3. Excellent diary management, planning and organisationa...