Financial Planning Administrator

IDEX Consulting; Farnborough; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A growing financial planning firm in Farnborough is seeking a Financial Planning Administrator to enhance client service and support processes. This role involves managing client communications, organizing reviews, and processing transactions to ensure a high level of client satisfaction and operational efficiency.

Qualifications

• Experience in a similar role is required.
• Strong interpersonal, communication, and customer service skills are essential.
• Proven ability to manage diaries and high accuracy in work.

Responsibilities

• Manage customer queries and facilitate their needs effectively.
• Plan and prepare for annual review meetings.
• Collaborate with financial planners to ensure client satisfaction.

Skills

Interpersonal skills

Communication

Customer service

Diary management

Organisational skills

Attention to detail

Telephone manner

Job description

An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training, and hybrid working.

Your role will include but will not be limited to:

• Handle all incoming calls/emails professionally and efficiently
• Manage customer queries, passing only those requiring advice to the Financial Planner
• Record and monitor annual review dates on the back office system
• Plan, book, and prepare for annual review meetings to ensure none are missed
• Collaborate with the Financial Planner to ensure clients receive the expected service
• Assist clients with account registration, navigation, and updates
• Keep the Financial Planner & Clients updated on case progress and technical queries
• Pre-populate New Business / Servicing forms and application packs
• Process new business transactions accurately and promptly
• Create and update client platform records

The ideal candidate will have:

• Previous experience in a similar role
• Strong interpersonal, communication, and customer service skills
• Excellent diary management and organisational skills
• High accuracy and attention to detail
• Ability to work independently
• Excellent telephone manner
• Proven high level of customer service

This is an excellent opportunity for a Financial Planning Administrator in Farnborough to join a growing firm.

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