Financial Planning Administrator

Lime Professional Services • Permanent • Wilmslow, Cheshire East, England, United Kingdom • £28k - £35k / year • 1w ago

Financial Planning Administrator

Are you an organised and detail-oriented administrator who enjoys delivering exceptional client service?

We're looking for an Financial Planning Administrator to join our growing financial planning team and work within Adviser Support. This is a key role that supports our Financial Planners and Associate Financial Planners in delivering a first-class experience to clients.

As the central point of administration for a defined client bank, you'll help ensure client records are maintained to the highest standards, support the implementation of financial planning recommendations and play an important role in keeping our service running smoothly and efficiently.

What you'll be doing

Supporting advisers and planners with day-to-day client administration
Processing new business and liaising with financial product providers
Preparing client valuations and annual review meeting packs
Maintaining accurate and up-to-date client records and documentation
Managing workflow and task tracking systems to ensure deadlines are met
Handling client and provider communications professionally and efficiently
Supporting the delivery of an outstanding client experience

What we're looking for

Previous administration experience, ideally within financial services
Strong organisational skills and exceptional attention to detail
Excellent verbal and written communication skills
Ability to manage multiple priorities and work to deadlines
Strong IT skills, including Outlook, Word and Excel
A proactive and positive approach to problem-solving
Experience of back-office systems and document management platforms would be advantageous

Why join us?

You'll become part of a supportive and professional team that is passionate about helping clients achieve their financial goals. We value collaboration, personal development and delivering exceptional service, providing an environment where you can build a long-term and rewarding career.

If you're highly organised, customer-focused and take pride in producing accurate, high-quality work, we'd love to hear from you.

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