Financial Planning Administrator

Financial Planning Administrator

Location | Derby

Salary up to £27,000

Our client is a well-established Wealth Management Firm based in the Derby area and as a result of their ongoing growth they now have an excellent opportunity for a for a Client Support Specialist to join their well established and growing organisation. The business is responsible for providing holistic Financial Planning advice to a growing client bank consisting of high-net-worth individuals, you will need to have Industry related knowledge and experience in order to be considered for this position.

You will be working within a busy and vibrant team, the main function of the role will be providing administrative support to 2 Financial Planners, to assist them in delivering a first-class service to all clients.

Responsibilities:

" Diary management

" Processing new business

" Prepare client meeting packs, documents and application forms

" Clienty Illustrations and Valuations, annual reviews

" Provide administrative support to Advisers and the back office

" Update and maintain client records and files on in house and CRM systems

" Answer inbound calls

" Lising with Providers and Clients

" Professional appearance to maintain the company brand

" A willingness to work as a team member

" Able to work under pressure

Get in contact apply today or for more information please contact one of our specialist consultants and quote job reference NJR15888