Financial Planning Administrator

Recruiter
MB Fitzgerald
Location
Milton Keynes
Posted
10 Jan 2018
Closes
09 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our Client is a Financial Planning practice based in Milton Keynes, Buckinghamshire. Their business specialises in providing a complete range of wealth management and personalised financial planning services to clients within the local area.

They are now looking to recruit an all-round Financial Planning Administrator to join their existing support team.

As a key part of this small office team you will be highly efficient, organised, and be able to multi-task and prioritise tasks accordingly. You will have a 'hands-on' approach and not be afraid to get on with the task in hand.

Key responsibilities include:

Client Support including:

  • Preparing documentation for Client meetings
  • Booking appointments and scheduling meetings
  • Production of client valuations and preparation of review packs
  • Extensive Client liaison
  • Updating presentation data; including Client and marketing data
  • Liaising with 3rd party providers and professional connections

Office Administration including:

  • Coordinating office procedures
  • Managing Client refreshments
  • Managing incoming telephone communications
  • Ensuring that the administration elements of the business are run in a responsible and efficient manner
  • Coordinating and implementing business projects to support business development and
    growth
  • Assisting the Directors with other activities

Role Requirements:

  • You will have experience in a busy and varied office and be able to offer a professional and efficient approach to business support and management
  • You will have experience gained from working for a firm of Financial Advisers
  • You will be IT literate
  • You will have excellent organisational skills with very good attention to detail

This job was originally posted as www.totaljobs.com/job/79102602