Client Administrator

This is a great opportunity to join this thriving, established Financial Planning firm in the happiest borough in London.

Our client is looking for an administrator to support their financial planners.

Key responsibilities:

- Maintain CRM systems, updating client information

- Preparation of client meeting packs and valuations

- Onboard new clients, prepare and process client applications, transactions and paperwork

- Implementation of client advice; analysing data and suitability report writing

- Organise client meetings and reviews

- Liaise with clients, insurance companies, investment providers and various platforms.

- General office administration

Skills and background:

- Previous experience in a similar role - minimum 3 years experience

- Strong communication skills and attention to detail

- Analytical and able to multitask

- Friendly and positive

- Proactive and a "go-the extra-mile" attitude

- Some knowledge of financial planning software would be ideal

Competitive salary and benefits. Hybrid working.