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We are seeking an experienced Financial Planning Administrator to join a well-established busy financial services company servicing high net worth clients, based north-east of Reading. The role is highly client-focused, requiring financial planning coordination expertise and meticulous administration. Varied multi-tasking role. Part-time applicants (20+ hours) are welcome. No sales involved. Hybrid working is offered following training.
Job Responsibility:
Provide administrative support within the Client Support team
Build and maintain relationships with high-net-worth clients
Research and handle client enquiries efficiently and professionally
Accurately update and maintain the Company CRM system
Develop awareness of current legislation, regulatory requirements, and FCA procedures
Provide ad hoc administrative support to the team as needed
Requirements:
Previous administration/coordination experience in a financial planning environment
Confident, polite, and professional telephone manner
Strong organisational skills with excellent attention to detail