Financial Planning Administrator

Reed Insurance
19 Mar 2017
18 Apr 2017
Contract Type
Full Time
I am recruiting for a Financial Planning Administrator to be based in Marlborough, working for one of the UK's leading independent providers of discretionary wealth management.

You will provide administration and client relationship support to the Marlborough office's Financial Planning team and the successful post holder will undertake general office administrative duties as required, and will be fully involved in all aspects of general administration and support activities. This is a 6 - 12 month fixed term contract.

Key accountabilities will include:

- Completing, checking and submitting client reports and take-on documentation, initially under supervision

- Maintaining new business and prospect tracker systems

- Updating client database including fact find input

- Printing and binding of reports and presentations

- Efficient handling of letters, telephone calls and faxes, handling of email traffic and dealing pro actively with all other items of incoming and outgoing correspondence

- Maintaining manual and electronic filing system (DMS)

- Arranging and co-ordinating meetings

- Scanning and photocopying

- Covering postal and reception duties

- Ensuring that relevant supporting documents for meetings are provided to Financial Planners in advance

- Helping prepare client financial planning reviews

- Communicating with plan providers to obtain client information

Excellent organisational skills, with ability to prioritise and multitask

- Excellent verbal and written communication skills

- Ability to quickly build effective relationships at all levels of the business, including work colleagues, external clients, product providers and other such professional connections

- Experience of all MS Office Packages, particularly Word and Excel

- Display a positive approach to change, remain calm and work well under pressure

- Accuracy, numeracy and attention to detail.

If you hold Financial Services administration experience and looking for a challenging and varied role working for one of the UK's leading Wealth management firms please contact me ASAP on 0117 930 4820 and email an up to date CV to

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