Financial Planning Administrator

Job Location	Gerrards Cross
Education	Not Mentioned
Salary	£35,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

This Financial Planning Administrator job in Gerrard’s Cross provides opportunity to join a growing, boutique financial planning firmAs a Financial Planning Administrator you will be working directly with the Principal Financial Advisor to provide excellent client service. Your key focus will be to provide detail orientated and timely administrative support to assist the business runningas smoothly as possible. Your duties will include:

Assisting with diary management to organise client appointments
Prepare client meeting packs and obtain missing information prior to the appointments
Identifying upcoming tasks and completing them in a timely manner
Submitting new business and tracking cases through their client database
Input information onto sales system and platform system
Maintaining and updating client records
Responding to client queries and requests for information
Ensuring all tasks are completed in a compliant manner

Also, you will be working with the Principal Financial Advisor in creating new administrative processes to develop a smooth and efficient method of work.Financial Planning Administrator Requirements

You should be an experienced Administrator within Financial Services, either within a financial planning firm or provider
This role requires you to be highly organised
You must be happy to work as part of a small team, and be happy to work together on the collective goal

The CompanyThis is a small boutique financial planning business that was first established in 2011 by the Founder and Financial Advisor. The Founder is passionate about offering each client, personalised solutions matching their needs. They are currently in searchfor an experienced Financial Planning Administrator to support the growth of this business.Financial Planning Administrator Benefits

Salary of up to £35,000 depending on experience
Full-time or part-time option available
Fully office based with view to potential flexible working over long term
Progression to become a Financial Advisor or technical support if desired

LocationsGerrards CrossLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability isaccepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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