This is a great opportunity to join this growing financial planning firm as an administrator. The primary function of the role will be working with the Financial Planner and ensuring that clients receive a high level of service. You will be providing vital administrative and technical support to the financial advisors.
Key responsibilities
* Maintain and organise the client files
* Implementing recommendations and solutions including complete proposals, paperwork, applications
* Act as point of contact and deal with queries
* Prepare client valuations, cash repots, fund comparison reports
* Attend client review meetings with the Financial Planner
* General office administration duties
Essential skills:
• Able to multi-task, priotise and plan own workload without direct supervision
• Good eye for detail and accuracy
• Interpersonal Skills and a good team player
• Knowledge of financial services products and industry awareness
What's in it for me?
A competitive salary, benefits and flexible working is on offer.