Financial Planning Administrator

  • Full Time
  • Alton
  • Salary: £19000 - £30000

Are you seeking an opportunity to join a fantastic company within a busy and rewarding role? Our client is seeking a hardworking Administrator to join their growing team at a busy and exciting time!
Reporting to the Administration Manager, this is an integral role to the business.

Key responsibilities and duties will include:
Preparing packs for annual reviews
Preparing internal reports for clients, including applications and additional documentation
Submitting new business, placing trades, and monitoring for completion
Dealing with external providers
Liaise with other internal team members accountants, solicitors, and product providers
Ensure clients and advisers are kept up to date with progress
Update and maintain internal system
Dealing with client requests including income, withdrawals, change of details, requests for information
Build excellent relationships with the clients
Running and obtaining risk reports
Booking client meetings and preparing meeting packs

Key skills and experience to be considered:
Excellent attention to detail and ability to manage their own time
To be able to work part of the team and individually
Excellent verbal communication skills
MS Office experience including Word, Excel and Outlook
Be a fantastic team player

Please apply for further information and the chance to be considered. In return my client offers free parking and a great team!

Ref: 06193

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Adele has worked in the recruitment industry for pretty much her entire life! She started out with a major plc where she rapidly moved through the ranks to become the youngest area manager on record. Following this she ran a 60 branch independent network before taking the plunge in 1994 and starting her own business. By her own admission this was probably one of the scariest things that she has ever done (and she has had 5 kids and had jumped out of an aeroplane at 12,000 feet!).

“After years of managing other people, getting back to the sharp end dealing with employers and candidates at first was terrifying – would I be able to do what I had spent years training others to do? I needn’t have worried, my view that recruitment is not rocket science was reinforced and it was evident that so many people were getting it wrong. By simple caring more and trying harder to get people what they want, my business was a runaway success”