Financial Planning Administrator (Part Time)

Salary not available. View on company website.

The Grove, Milton Keynes

Posted 1 week ago, 4 May | Get your application in now before you're too late!

Closing date: Closing date not specified

Job ref: 8c23a1540e8b4b3db3e9bb46fd0b71ca

Location ref: Milton Keynes

Prepare and maintain reports using Excel and Word
Liaising with providers to obtain policy information and updates.
Preparing documentation for client meetings, including valuations and reports.
Managing client communications and scheduling appointments.
Assisting with annual reviews and updating client files accordingly.

The successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning., Previous experience in a financial services administration role is essential, ideally within a financial planning or wealth management environment.
Strong organisational and communication skills.
High level of accuracy and attention to detail.
Proficient in Microsoft Office and CRM systems.:
A proactive attitude and willingness to learn and grow within the role.
R01, CF1 or FA1 would be advantageous

https://www.jobs24.co.uk/job/financial-planning-administrator-part-time-126792143