Trainee Financial Planning Administrator

Vacancy DetailView vacancy listTrainee Financial Planning AdministratorRecruit Wealth are delighted to be representing a well established, Chartered Status Financial Planning business who provide a wide range of advisory services to high net worth individuals on pension & investment matters.Our client, due to expansion, is now seeking to hire a trainee administrator to join their highly capable team. Full training and guidance will be offered by the senior administrators.The business is passionate about combining traditional values with a modern approach and take great pride in delivering an outstanding service to their clients. They are seeking a talented individual with similar personal values who would like to share their professional journey within the company.The role is offered on a full time basis and is based in beautiful barn style offices.Your work will be varied, from managing all aspects of the client journey including client liaison and correspondence. The client base expects a first class service and you will be instrumental in helping to deliver that to them. This role also offers a great opportunity for career progression to senior admin or paraplanning in the long term.Key ResponsibilitiesManaging, maintaining the ongoing correspondence and liaison with clientsManagement of the Financial Planners diaryMaintaining client records, databases, documents and files in line with the Compliance requirements and Company standardsPreparing meeting documentationCompleting forms (both paper & Electronic) and submitting forms on behalf of clientsAd-hoc office admin dutiesBuilding and maintaining strong relationships with our clientsCore Skills RequiredThe ability to prioritise work and to work within deadlinesA proactive 'cando’ attitude is a mustAdaptable and flexibleExcellent organisational and time management skillsHighly motivated individual with good attention to detailExcellent communication and interpersonal skillsTo demonstrate the ability to multi-task and cope with changes in the priorities and the daily workloadThe business offers a rewarding career for all their staff with excellent management support and regular appraisals alongside annual salary reviews.A very generous salary, company benefits/perks, superb offices/home working with a caring collaborative team are all available with this opportunity.Please apply to us here at Recruit Wealth for an immediate response.Location: Newbury, Berkshire | Salary: £22000 - £26000 per | Job type: | Posted: 26/10/2022Apply for this Vacancy