Financial Planning Support Administrator

Location

Stockport, Greater Manchester | United Kingdom

Job description

Financial Planning Support Administrator

Salary: £24,000 – £28,000

Stockport, Cheshire

The role offers hybrid working from home and flexible working hours.

Forward-thinking financial planning firm dedicated to helping clients achieve their financial goals are looking to add to their Financial Planning administration support team.

They are seeking a highly organised and detail oriented Financial Planning Administrator to join their team. The successful candidate will play a critical role in supporting the financial planning advisors and ensuring the smooth and efficient operation of our office.

Key Responsibilities:

• Assist financial planning advisors in preparing financial plans and investment recommendations.
• Coordinate and schedule client meetings and follow-ups.
• Maintain and update client files and records.
• Process account applications, transfers, and other paperwork.
• Prepare reports and presentations for client meetings.
• Handle administrative tasks, including phone calls, emails, and managing office supplies.
• Collaborate with team members to ensure client needs are met effectively and efficiently.
• Provide exceptional customer service to clients and address their inquiries and concerns promptly.

Experience:

• 2 Years experience working within a Financial Planning practice.
• Ideally experience within Pensions or Investment Management administration.
• Excellent attention to detail and ability to handle sensitive and confidential information.
• Proficiency in Microsoft Office Suite, especially Excel, Word, and PowerPoint.
• Previous experience in financial services or a similar role is preferred.

For more info on this outstanding Financial Services job opportunity in Cheshire please click to apply.

Job tags

Salary

£24k - £28k per annum