Financial Planning Administrator

Heat Recruitment
21 Nov 2016
15 Dec 2016
Contract Type
Full Time
Position: Financial Planning Administrator Location: Taunton Salary: ??16,000 - ??25,000 Flexible DOE We are currently looking for an Administrator in our Financial Planning department to join us in our Taunton office. You will be responsible for providing administrative support to Consultants, ensuring all client information is entered onto Client Database system, dealing with enquiries preparation of client valuations and reviews and processing and tracking new business. Ideally (although not essential), the successful candidate will have the following experience, skills and attributes: Client Care and Service focused including excellent telephone manner Good communication skills and the ability to work within a team The initiative to organise and prioritise your own workload Previous experience in a similar role Key Accountabilities Preparing Valuations and Review Packs Entering details onto Adviser Office (Avelo/Iress) Client Database system and ensuring they are kept up to date and accurate. Processing new business applications, tracking on diary system, liaising with providers to completion. Providing office support with telephones, post and other correspondence. Communicating with clients, taking messages and setting up meetings as required. Daily review of Work in Progress list and progressing client work jobs, keeping Consultant up to date on progress. Scanning/filing all relevant documents/paperwork