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Financial Planning Administrator, Taunton (BW-1632)

£20000 - £24000 plus benefits
Are you an experienced Financial Planning Administrator looking for a new opportunity in a well-established Financial Planning department, with a leading SW business, based in Taunton? 
We are delighted to be working with this key employer in the locality, who provide high-quality advice to over 5000 local and national businesses and individuals. Their values motivate their people to help businesses and individuals achieve their objectives:
  • Creativity and innovative thinking allows them to explore solutions;
  • Excellence in team work and communication enables tailored solutions to be made;
  • Investment in training and development, creating opportunities to develop and progress; and a commitment to deliver results.
They have won an award in 2021 for being an “Outstanding Place to Work” in the South West.
Job Role
• Processing referrals, new business applications, and tracking on diary system through to satisfactory completion
• Liaising with providers to obtain accurate data gathering
• To prepare basic reports for withdrawals, trades and transfers ready for Senior Consultant approval
• Entering details onto Intelligent Office Client Database system and ensuring they are kept up to date and accurate
• Communicating with clients, taking messages and setting up meetings as required. Using own initiative to progress information for applications and reports
• Contribute towards weekly management work in progress meetings
• Daily review of work in progress list, highlighting and solving issues to support Senior Consultant at every step of the business process 
• Scanning/filing all relevant documents/paperwork (paperless office system)
• Maintaining spreadsheets to record business progress
Essential Skills and Attributes Required
• Strong communication skills and a focus on client care 
• Previous experience in a similar role
• Confidence in using IT software including Microsoft Excel 
• Organisation and prioritisation skills 
Desirable experience, skills and attributes:
• Previous experience of using Intelligent Office client database/back office system
• An interest in progressing with industry qualifications
• An awareness of FCA compliance requirements 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: