Financial Planning Administrator

Job title:

Financial Planning Administrator

Company

Dynamite Recruitment

Job description

Dynamite Recruitment are supping a Chartered Financial Planning firm on their recruitment of a Financial Services Administrator / Client Relationship Manager on a full-time basis. In this role, you will collaborate with Financial Planners and the wider Team to ensure exceptional client service and communication are provided working to business processes.Key Responsibilities:

• Serve as the first point of contact for client queries, resolving issues promptly.
• Build strong relationships with clients and attend meetings when needed.
• Organize and manage client meetings for a seamless experience.
• Prepare client documentation before and after meetings.
• Manage client needs and expectations to ensure satisfaction.
• Provide ongoing support, keeping clients informed and confident in their financial plans.
• Ensure timely delivery of services as per client agreements.
• Track and address action points from client meetings.

Qualifications & Skills Required:

• Previous experience within Financial Services, ideally in wealth management setting
• Excellent written and verbal communication skills.
• High level of professionalism and integrity.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Office and diary management.
• A well-presented, positive, and team-oriented individual.

Job Type:
Permanent, Full-time, Monday to Friday.
Location:
Office-based, East Sussex.
Benefits:

• Salary range: £30,000 to £35,000
• Company pension
• Death-in-service coverage
• Private medical insurance

Expected salary

£30000 – 35000 per year

Location

East Sussex

Job date

Wed, 05 Mar 2025 08:36:45 GMT

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