Job Description:
Our client is seeking a Financial Planning Administrator to support their busy practice in Bolney. This is a part-time position, 3 days a week. The successful candidate will ensure that all tasks are completed accurately and maintain communication with relevant parties.
Responsibilities include:
* Maintaining close contact between clients and colleagues
* Retrieving and updating information about individual clients
* Documenting all communications with colleagues, clients, and third parties
* Collaborating with financial advisers to gather information for financial reports
* Assessing client objectives to recommend suitable solutions
* Creating and presenting suitability letters in accordance with company policies and regulations
* Supporting additional client needs, including information on business processes, tax, and other relevant fields
* Adhering to rules and regulations set by the Financial Conduct Authority
* Staying informed about developments in the finance sector to better serve clients
This role offers an excellent opportunity to join a growing, established practice and work alongside a team of professionals.
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