Financial Planning Administrator - Reading

My clients are an established IFA business based in the Reading area, who are currently looking for an experienced Financial Planning Administrator to work alongside their Financial Planners. 

They are looking for an individual to join their team to provide administrative support in all aspects of the day-to-day running of the business and ensure smooth delivery of excellent client service and client communication.

Responsibilities of a Financial Planning Administrator:

  • Ensure that all business documentation is processed accurately and efficiently and in a compliant manner to the firms’ standards.
  • Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in-person)
  • Organize existing and prospective client meetings
  • Create and maintain accurate client records on the back-office systems, platforms, and any other IT systems
  • Prepare client documentation and correspondence pre and post meetings as per business process
  • Ensure action points resulting from client meetings are diarized and actioned
  • Ensure that relevant service standards are delivered throughout the year
  • Input new clients on the back-office system
  • Obtain illustrations and application forms as required
  • Production of portfolio valuations
  • Run Attitude to Risk questionnaires

Requirements of a Financial Planning Administrator:

  • Willing and able to follow processes in detail to ensure consistency
  • Seeks to deliver exemplary levels of customer service and empathy
  • Able to work under pressure on occasions to achieve deadlines
  • Ability to achieve agreed outcomes without supervision
  • Attention to detail
  • Works as a member of a team
  • Works in an organised, systematic manner
  • Excellent communication skills overall media
  • Prioritises tasks to meet deadlines, is flexible and adaptable
  • Computer literate

Working hours:

As a Financial Planning Administrator you'll be required to work Monday to Friday 9:00 am – 5:30pm

Our client is offering the successful Financial Planning Administrator:

  • Basic Salary £25,000 - £28,000
  • Annual bonus
  • 25 days holiday
  • Parking

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.