Demand Planner jobs in United States
Senior Financial Planning Administrator - Hybrid Working
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Financial Divisions
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Different Technologies Pty Ltd.
Senior Financial Planning Administrator - Hybrid Working
Job summary
A respected financial services firm in England is seeking a Senior Financial Services Administrator to provide exceptional support to Advisers and clients. Responsibilities include preparing reports, liaising with clients, and maintaining records. The ideal candidate has over 12 months' experience in a financial services admin role and possesses excellent organizational and communication skills. This position offers a competitive salary and opportunities for professional development.
Benefits
Qualifications
- 12+ months' experience in a financial services admin role.
- Knowledge of pensions, investments, and protection.
- Confident communicator with strong IT skills.
Responsibilities
- Preparing reports, valuations, and client documentation.
- Supporting Advisers before and after client meetings.
- Liaising with clients, providers, and third parties.
Skills
Looking to take the next step in your financial services career? We're recruiting for a Senior Financial Services Administrator to join a respected firm and provide first-class support to Advisers and clients.
- Preparing reports, valuations and client documentation
- Supporting Advisers before and after client meetings
- Liaising with clients, providers and third parties
- Maintaining accurate client and corporate records
- 12+ months' experience in a financial services admin role
- Knowledge of pensions, investments and protection (trusts/tax a bonus)
- Excellent organisational skills and attention to detail
- Confident communicator with strong IT skill
- Some experience with suitability reports
- Competitive salary & benefits
- Ongoing training and CPD support
- Clear progression opportunities
- A supportive, professional team environment
Apply now to develop your career with a firm that values expertise, teamwork and client care.
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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