Client Admin

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This position has been created as a result of continued company growth and a recent acquisition, making it a great time to join the business as it expands its presence and client base.Key responsibilities will include:Handling incoming calls and emails in a professional and efficient mannerManaging client queries, escalating only those requiring advice to the Financial PlannerRecording and monitoring annual review dates on the back-office systemPlanning, booking and preparing for annual review meetings, ensuring nothing is missedSupporting the Financial Planner to deliver a high level of ongoing client serviceAssisting clients with account access, navigation and updatesProviding regular updates to both clients and Financial Planners on outstanding casesMaintaining accurate client and plan data across internal systemsPreparing and processing new business documentation and application packsManaging new business through to completion, ensuring accuracy and timelinessCreating and maintaining client platform recordsHandling technical queries, including AML checks, referrals and beneficial ownership queriesThe ideal candidate will have:Previous experience in a financial planning administration roleStrong communication and interpersonal skillsExcellent organisation, diary management and planning abilitiesHigh ..... full job details .....