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Part-time Financial Planning Administrator (3 days a week)

  • Ref: JM0085

I am currently recruiting for a part-time Financial Planning Administrator to join my clients Financial Planning department based in Newton Abbot. This role is for 3 full-days per week and the successful candidate will be responsible for providing administrative support to a consultant, you will ensure all client information is entered onto the Client Database system, dealing with enquiries, dictation, preparation of client valuations and reviews and processing and tracking new business.

Part-time Financial Planning Administrator (3 days a week) responsibilities include...

Key Accountabilities will include:

  • To enter details onto the Client Database system and ensure they are kept up to date and accurate
  • To process New business applications, tracking on a diary system
  • To provide office support via the telephone, post and other correspondence
  • To communicate with clients, taking messages and setting up meetings as required
  • Daily review of the work in progress list, keeping the consultant up to date on progress
  • Scanning and filing all relevant documents and paperwork to the system
  • To cover colleagues when necessary
  • To maintain spreadsheets to record business progress

Part-time Financial Planning Administrator (3 days a week) requirements include...

Key experience, skills and attributes will include:

  • Previous experience in a Financial Planning role
  • Client care and service focused
  • Good communication skills and the ability to work within a team
  • Strong level of IT skills including Microsoft Office
  • Previous experience of using a paperless office system
  • Previous experience of using a client database/back office system

In return, my client offers a fantastic place to work in the South West with a competitive and flexible benefits package. Salary is competitive based on skills, qualification and experience.

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