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Financial Planning Administrator

Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: 1
Posted: 9 months ago Reference: 3105185
My client one of the UK's leading independent providers of discretionary wealth management. They have a unique opportunity for a financial planning administrator to join their team in Nottingham.

If you have relevant experience then please apply and in return a competitive salary and benefit package can be offered with genuine career progression prospects available.

Job Summary

To provide administration and client relationship support to office Financial Planning Team and to assist team head in running the FP team.
To undertake general office administrative duties as required.
To be fully involved in all aspects of general administration and support activities.

Prinicipal Activities

To provide general office administration and marketing support to office Financial Planning Team.

Key accountabilities will include:

Completing, checking and submitting client reports and take-on documentation, initially under supervision.
Maintaining new business and prospect tracker systems.
Updating client database including fact find input
Printing and binding of reports and presentations.
Efficient handling of letters, telephone calls and faxes, handling of email traffic and dealing pro actively with all other items of incoming and outgoing correspondence.
Maintaining manual and electronic filing system (DMS).
Ordering stationary as and when required.
Arranging and co-ordinating meetings and following up on presentations and seminars.
Ensuring that relevant supporting documents for meetings are provided to Financial Planners in advance.
Helping prepare client financial planning reviews.
Communicating with plan providers to obtain client information.
Deal with some aspects of office marketing, including, but not limited to, creating prospect lists and mailings, and co-ordinating marketing events and presentations


Some relevant industry recognised qualifications would be preferred


Financial Service Administrator experience
Success in an administrative role
Experience of dealing with Financial clients

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