Financial Planning Administrator

Albert Goodman Llp
Weston-Super-Mare, UK
06 Sep 2019
29 Sep 2019
Contract Type
Full Time
We are currently looking for an administrator to join our Financial Planning department within the Client review unit at our Weston Super Mare office. You will be responsible for providing accurate valuation reports based on client portfolios in preparation for consultant meetings and ensuring that all information is entered on our Client Database system.

Albert Goodman's 300 plus people have a shared aim - to be the Firm that contributes most to our clients' success. As a UK Top 50 Firm of Chartered Accountants, Tax Consultants and Financial Planners, we provide high-quality advice to businesses and individuals locally as well as nationally motivating our people to help businesses and individuals achieve their objectives. As a 2019 Best Companies "Very Good Place to Work", our people are vital to our continued success.

Ideally (although not essential), the successful candidate will have the following experience, skills and attributes:
  • Client Care and Service focused including excellent telephone manner
  • Good communication skills and the ability to work within a team
  • The initiative to organise and prioritise your own workload
  • Previous experience of using Intelligent Office client database/back office system
  • Previous experience in a similar role
  • Good level of IT skills including Microsoft Office

In return we offer a fantastic place to work in the South West with a competitive and flexible benefits package. Salary is competitive based on skills, qualifications and experience.

Similar jobs

Similar jobs