Financial Services Administrator

We are recruiting for a very reputable prestigious wealth management company in Newcastle-under-Lyme. The role as Client Care Manager will suit an experienced Financial Planning Administrator /Paraplanner who has ideally been working within the independent financial services sector and who has achieved the CII Diploma in Financial Planning.

The ideal candidate will also have :

Excellent PC skills, including Microsoft Word and Excel (both 2003 and 2010 versions) and Outlook
Excellent numerical skills
Excellent grammar, proof reading and letter writing experience
Good verbal communication skills
Professional telephone manner
A commitment to ongoing learning and self-development
The role will involve :

Preparing for client meetings

Taking minutes of meetings and preparing follow up letters/reports

Providing accurate administrative support

Maintaining and building on client relationships

Review and analysis of client portfolios

Financial planning, including tax planning, cash flow management

Client profitability reviews

Management of new business

You will need to be able to manage your own workload and be able to maintain the company standards at all times, including being well presented and client focussed.

This is a great opportunity to work as a Paraplanner with a well known, well established company who will support further training and qualifications and provide an excellent working environment.

If you have experienced in a similar role - as a Paraplanner, Financial Service Administrator or Client Care Manager please get in touch to discuss the opportunity further .
Candidates can also have experience within the Financial Services Industry covering some of the duties detailed above