Financial Planning Administrator

Dynamite Recruitment are partnering with a chartered Financial Planning and wealth management firm in Petersfield on the recruit of a Client Servicing Administrator to join their Client Servicing team! This role can offer plenty of progression if desired, and support towards qualifications  
As a Client Serving Administer you along with the team will be accountable for all client administration and servicing activity.  Duties will include: meeting arrangements, follow up meeting notes, new business processing, transfer requests.
The key responsibilities include:

• Responding to new/existing client queries received via phone and email.
• Booking client meetings and completing appropriate meeting preparation.
• Actioning meeting notes provided by the adviser and, where appropriate, any follow up actions.
• New business processing and business submission.
• Completion of all tasks allocated via Salesforce including ad hoc tasks.
• Preparation and follow up on regular client reviews.

Requirements:

• Client serving experience within a professional environment (preferably within Financial Services)
• Strong written and verbal communication skills at all levels
• Highly organised and efficient with their workload
• Proactive and solutions focused

Office based
£24,000 - £28,000
Exam support
progression opportunities
For more details please apply or contact Tegan at Dynamite Recruitment