Financial Planning Admin

Job description

An opportunity has become available for a Financial Planning Admin in Essex to join a growing financial planning firm.

Your role will include but will not be limited to :

• Handle all incoming calls / emails in a professional and efficient manner
• Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
• Record annual review dates on the back office system and monitor regularly
• Plan, book and prepare for all annual review meetings ensuring none are missed
• Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
• Help clients to register for, navigate and update their account
• Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries
• Collate and pre-populate New Business / Servicing forms and application packs
• Process all new business ensuring all transactions are tracked through to accurate and timely completion
• Create and update client platform account records

The ideal candidate will :

This is a unique opportunity for a Financial Planning Administration role in Essex to join a growing financial planning firm.