Join to apply for the Client Administrator - Financial Planning - London role at atomos wealth
Join to apply for the Client Administrator - Financial Planning - London role at atomos wealth
Direct message the job poster from atomos wealth
You prefer being busy and want to be part of a busy hub with direct exposure to our Financial Planners. You have a grounding in Financial Planning administration and love delivering a great client experience. This is a fantastic growth opportunity for a career in Financial Planning in a fast-paced and friendly head office.
About the role
You are crucial to every step of the client journey, from diary management and administrative support to client relationship building and case management. As the first point of contact for clients, you will become an expert on our products and providers. This role offers a unique opportunity to learn through one-on-one contact with a Financial Planner and their clients. Your role is not just support, it’s about building trust and delivering exceptional service at every touchpoint.
Accountabilities
* Liaise with 3rd party providers and navigate provider platforms.
* Process new business applications.
* Co-ordinate Financial Planner’s diaries and arrange client meetings.
* Prepare documentation for client appointments and meetings e.g. annual review meeting packs.
* Respond to email enquiries and liaise directly with clients.
* Ensure all data entry is completed accurately and within specified timelines.
Skills and Experience
* Techy savvy with intermediate Excel skills - v:lookups and pivot tables.
* Experience in a similar administrative role, ideally within Financial Services.
* Knowledge of financial products: pensions, investments and protection is also an advantage.
* Good communication skills. Comfortable with numbers, and highly organised.
* Love it when you delight a client with great outcomes.
* Want to be part of a team that appreciates you – we know you as a person.
* Private Medical Insurance
* Life Assurance (4x)
* Group Income Protection
* Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative
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