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. They are friendly, fair and forward thinking with a can-do attitude. They collaborate to achieve, and pride themselves on being trustworthy, progressive and impactful. Their people are vital to their continued success and they are always looking to train and develop individuals, giving you the chance to develop and evolve your career. They were also voted one of the “Best Financial Advisers to Work For” in the 2022 Professional Adviser awards.
The Role
An opportunity for an experienced administrator to join the Financial Planning department within the Client Review unit. You will be responsible for providing accurate valuation reports based on client portfolios in preparation for consultant meetings, and ensuring that all information is entered on their Client Database system.
Key Responsibilities
To live and breathe their purpose and values
Compiling valuation and review packs for consultant presentations, checking accuracy with balances and transactions
Contacting investment companies for up to date figures and data gathering
Entering details onto Intelligent Office Client Database system and ensuring they are kept up to date and accurate
Providing office support with telephones, post and other correspondence
Communicating with clients, taking messages and setting up meetings as required
Daily review of Work in Progress list and progressing client work jobs, keeping Consultant up to date on progress
Scanning/filing all relevant documents/paperwork (paperless office system)
Covering for colleagues when necessary (holiday/sickness cover or excessive workload)
Maintaining spreadsheets to record business progress
Skills and Experience Required
For you to be service focused, offering great client care, especially over the phone
Ideally at least 2-3 years previous experience in a financial planning administration role
Great communication skills, and the ability to work within a team
Organisation and prioritisation skills
Confidence in using IT software. Experience of using Intelligent Office client database/back office system would be welcomed
Benefits
Full time position, 37.5 hours per week
Competitive basic salary based on skills, qualifications and experience
Financial Planning Administrator
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