Job Description

We are currently recruiting for a dynamic financial planning practice based in London who are looking to recruit a Financial Planning Administrator to join their team.
PURPOSE OF ROLE

To provide high-quality administration support within a team, building a relationship with clients whilst delivering a level of service which exceeds expectations. To ensure complete and accurate records are maintained of all client dealings. Ensuring the companies procedures and compliance standards are met and maintained.

ROLE AND RESPONSIBILITIES
Prepare client meeting packs and process action points post-meeting.

Produce accurate and timely client portfolio summaries and plan schedules.

Process new business in line with company procedures and compliance requirements.

Liaising with clients and providers, providing regular updates to clients on the progress of advice.

Helping to compile month-end figures.<...

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