Financial Planning Administrator - Tonbridge

Financial Planning Administrator

Tonbridge

An opportunity has arisen to join a small friendly Financial Services Practice to assist the Advisers with new client administration and support. The position involves regular client contact by telephone, e­mail and face to face. To work within a team and provide timely and efficient administration support to the financial advisers.

Key Duties:

• Gathering research for Suitability Reports such as fund performance, costs and existing benefits etc.
• Preparing advice reports within the company guidelines and templates.
• Preparation of correspondence including letters and e-mails to clients and providers
• Preparing new business packs for client meetings
• Submit new business applications to the recommended provider
• Follow up cases that have been submitted and provide clients with updates
• Obtain illustrations via telephone, e-mail or online
• Ensure appropriate documentation is scanned and attached to the relevant client file
• Answering incoming calls and taking messages for the principal where necessary
• Any other reasonable request made by the principal or manager of the company

Requirements:

• Prior experience within a Financial Practice.General wide experience using Microsoft Word, Excel and Outlook
• Good telephone manner
• Effective organisational and planning skills
• Being able to meet deadlines and work under pressure

Full support is offered to staff to gain professional qualifications in our field.

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV