This Financial Planning Administrator job in Gerrard's Cross provides opportunity to join a growing, boutique financial planning firm

As a Financial Planning Administrator you will be working directly with the Principal Financial Advisor to provide excellent client service. Your key focus will be to provide detail orientated and timely administrative support to assist the business running as smoothly as possible. Your duties will include:

Assisting with diary management to organise client appointmentsPrepare client meeting packs and obtain missing information prior to the appointmentsIdentifying upcoming tasks and completing them in a timely mannerSubmitting new business and tracking cases through their client databaseInput information onto sales system and platform systemMaintaining and updating client recordsResponding to client queries and requests for informationEnsuring all tasks are completed in a compliant manner Also, you will be working with the Principal Financial Advisor in creating new administrative processes to develop a smooth and efficient method of work.

Financial Planning Administrator Requirements

You should be an experienced Administrator within Financial Services, either within a financial planning firm or providerThis role requires you to be highly organisedYou must be happy to work as part of a small team, and be happy to work together on the collective goal The Company

This is a small boutique financial planning business that was first established in 2011 by the Founder and Financial Advisor. The Founder is passionate about offering each client, personalised solutions matching their needs. They are currently in search for an experienced Financial Planning Administrator to support the growth of this business.

Financial Planning Administrator Benefits

Salary of up to GBP35,000 depending on experienceFull–time or part–time option availableFully office based with view to potential flexible working over long termProgression to become a Financial Advisor or technical support if desired Locations

Gerrards Cross

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