Financial Planning Administrator

Financial Planning Administrator

Stone, Staffordshire

Salary up to £30,000 plus company benefits

Our client is a leading firm of Independent Financial Advisors specialising in investments. We are currently representing them in their search for a motivated and detail-oriented Financial Planning Administrator to provide essential administrative support to their Investment Consultants.

Key Responsibilities:

• Administration Support:
• Assist in the application process, ensuring efficiency and accuracy.
• Manage and maintain valuations on a monthly basis, updating databases accordingly.

• Client Data Management:
• Maintain accurate and up-to-date client information on relevant systems.
• Ensure compliance requirements are met by adhering to regulatory guidelines.

• Client Communication:
• Serve as a crucial link between clients and consultants, keeping both parties informed of investment-related matters.
• Issuing necessary documents to clients promptly, adhering to agreed turnaround times.

• Effective Communication:
• Handle inquiries via telephone, email, and post professionally and efficiently.
• Provide exceptional client service and maintain a positive and enthusiastic demeanour.

Skills and Qualifications:

• Essential:
• Previous administration experience within the financial services sector, ideally as an IFA Administrator.
• Proven ability to work independently, demonstrate initiative, and meet deadlines and targets.
• Professionalism and a high degree of organizational skills.

• Desired:
• A flexible approach and the ability to work effectively under pressure, both within a team and independently.

Company Benefits:

• Competitive salary range of £24,000 - £30,000, commensurate with qualifications and experience.
• Pension scheme to support your future financial security.
• Private Medical Insurance (PMI) for comprehensive healthcare coverage.
• Study support to aid your professional development within the financial industry.