Financial Administrator – Hickstead

Financial Administrator - Hickstead Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Hickstead. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. You will be: Keeping close contact between clients and colleaguesRetrieving new and historic information about individual clientsHolding records of every verbal, written or electronic communication with colleagues, clients and third partiesWorking alongside financial advisers to obtain information as part of the process of creating financial reportsAssessing objectives for individual clients to target the necessary solutionCreating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulationsSupporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the clientCarrying out duties in accordance with the rules and regulations set out by the Financial Conduct AuthorityKeeping a up to date with any developments in the world of finance to benefit the needs of clients. This is a great opportunity to join a growing established practice and work alongside a team of professionals.