Private Client Administrator required
I am working with a large independent Financial Advice firm in the Hertfordshire area and they have a vacancy within their Sales support team. They are looking for an experienced Administrator who has experience of working with Financial Advisers and supporting them with their day-to-day activities.
You will be working with the Advising and Paraplanning team to ensure that each case is handled efficiently and the client is kept updated throughout the process.
The Opportunity:
Manage the post-sale administration through to completion,
Prepare and gather information for complex cases
Working with internal and stakeholders to ensure timely and accurate submission using online and manual application forms
Preparing and completing client reviews
Preparing and processing all aspects of new business through to completion as well as dealing with existing clients
Maintenance of client and portfolio records on the main back-office system
To be considered:
Previous experience within a Financial Planning environment
Professional communication manner, both written and verbally
Any Financial Services qualifications are desired
Synonyms: Client Services Administrator, Sales Support, IFA Administrator, Financial Planning Assistant
