Financial Planning Client Administrator
Core
Provide full administrative support to Financial Planners and build relationships with clients to deliver a positive client experience.
Role type
Client Administrator (Financial Planning)
Builds
Client relationships and administrative support for financial planning services
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial Planning Client Administration experience, knowledge of financial products (ISAs, SIPPs, Pensions, Investments), client service ethic, workload planning, organizational skills
Responsibilities
Work closely with Financial Planners to deliver client outcomes, build and maintain client relationships, liaise with operational teams on activities (scripts, transfers, corporate actions, data changes), prepare meeting packs and valuations, maintain back-office systems and client records