Financial Planning Administrator

This Financial Planning Administrator opportunity is built around processing all private client related new business and servicing queries using the businesses processes and with defined internal and external service level agreements. It would suit someone who can bring strong professional approach to the role.

Why this role may suit you

Responsibilities Provide quality administration and analytical support to planners and clients. To support clients and the financial planning team in their day to day requirements and activities to ensure competency, compliance and efficiency within the business.

What you would be doing

Processing all private client related new business and servicing queries using the businesses processes and with defined internal and external service level agreements. Use company systems in line with internal procedures and ensure all processes are being completed in line with company manuals and process documentation. Managing and action incoming and outgoing client queries both via post and digital methods.

The working style that fits

Strong professional approach.

What you need

• Proven experience in a financial service administrative role.
• Experience of client relationship management software within financial services Iress X Plan or similar.
• Good working knowledge of in-house systems and processes.

Practical information

• Additional detail: Pension support may be included.

Requirements mentioned

• Excel

Job details

• Benefits mentioned: Pension