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This is a great opportunity to join this small financial planning practice as an administrator. The primary function of the role will be working with the Financial Planner and ensuring that clients receive a high level of service.
The role can be part time 3-4 days a week. You will be based in their office near Banbury.
Key responsibilities
- Maintain and organise the client files, including compliance paperwork
- Implementing recommendations and solutions including complete proposals, paperwork, applications
- Act as point of contact and deal with queries
- Prepare client valuations, cash repots, fund comparison reports
- Attend client review meetings with the Financial Planner
- General office administration duties
Essential skills:• Able to multi-task, priotise and plan own workload without direct supervision• Good eye for detail and accuracy• Interpersonal Skills and a good team player
Desirable qualifications, skills and/or experience:• 2 years’ experience in a similar role• Knowledge of financial services products
What’s in it for me?A competitive salary, benefits and flexible working is on offer.
