Financial Planning Administrator - Reed : Job Details

Financial Planning Administrator

Reed

Job Location : Ayr, UK

Posted on : 03/10/2024 - Valid Till : 03/11/2024

Job Description :

Financial Planning Administrator Opportunity in Ayrshire – Hybrid Working

Salary up to £28,000 DOE + Comprehensive Benefits Package

Are you an organised, detail-oriented professional with a knack for client interaction and administrative support? Join our client’s dynamic team as Financial Planning Administrator!

Key Responsibilities:

  • Provide top-notch technical and administrative support to the Partner/Practice Manager
  • Handle client queries with effective communication
  • Prepare and manage compliance documentation, research, and supporting files
  • Ensure all client identification and application forms are complete
  • Accurately process and record management information
  • Coordinate with product providers, advisers, clients, and third parties to ensure timely case completion

What They Are Looking For:

  • Experience in an office support role, ideally in financial services
  • Knowledge of relevant regulations and legislation (desirable)
  • Proficiency with client management systems like Salesforce
  • Excellent communication skills, both face-to-face and over the phone
  • Strong organizational skills and attention to detail
  • Ability to multitask and manage time effectively
  • Positive attitude, problem-solving skills, and a team player

Why Join Our Clients Team?

  • Be part of a supportive team that values cooperation and commitment
  • Embrace change and innovation in a dynamic work environment
  • Opportunities for continuous learning and self-improvement

If you’re ready to take on a challenging and rewarding role, apply now to become a key player in our clients financial planning team! Alternatively, contact Pauline Low at Reed on . I look forward to hearing from you!

Salary : 25000 - 28000

Apply Now!

Similar Jobs ( 0)