Financial Planning Administrator

Description:

Overview:
Are you ready for an exciting new challenge? Our client is looking for a skilled Financial Planning Administrator to support their financial advisers and liaise with providers and third parties. You'll be part of a fast-paced team, providing comprehensive administrative support to ensure clients receive top-tier service.
* Based in Alton
* Up to £26,000
* Full training provided
* Monday – Friday, 9am – 5pm
* 28 days holiday (3 to be taken at Christmas & New Year)
* Opportunities to progress
Job specification:
* Report to the Administration Manager or equivalent
* Open and distribute the Post
* Update and maintain client files and keep them compliant
* Build relationships with the clients, respond promptly to all queries by post/email & phone
* Provide support to the advisers, including booking meetings
* Prepare client valuations, ensuring accuracy and attention to detail
* Prepare simple recommendation reports
* Process new and existing simple business
* Deal with providers and be proactive in chasing providers
* Liaise with other professionals such as accountants, solicitors and product providers
* Preparing client and adviser packs for annual reviews and ad-hoc meetings
* Process rebalances, switches and cash replenishment
* Process death claims and probate
* Meet clients in the office to assist with forms
* Train and supports trainees
* Prepare invoices
Person specification:
* Experience in an administrative capacity
* Excellent attention to detail
* Able to work independently with good time management
* Organised and able to prioritise tasks
* Confident using programmes such as Word, Excel and Outlook
* Excellent verbal communication skills (telephone and word)
Additional Information:
Based in Alton
Up to £26,000
Full training provided
Monday – Friday, 9am – 5pm
28 days holiday (3 to be taken at Christmas & New Year)
Employee assistance program
Support with exams
3 x life cover
Healthcare cash plan
Dental plan
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer