Financial Planning Administrator / Relationship Exec Assistant

Our national, Financial Planning and Wealth Management client are currently going through rapid expansion and on course to become one of the leading, prominent brands in Financial Services.

The business is Private Equity backed for future acquisition and strategic growth, delivering sophisticated Financial Planning & Wealth Management solutions, enhancing client experiences with expert levels of regulated advice.

The business is now wanting to hire for a competent, financial planning administrator type who also has the added ability of carrying out PA/EA tasks, supporting the Financial Planners.

This is a stand out role that will appeal to an experienced individual wanting to work in a prestigious and highly respected regional office.

Role responsibilities will include:

• Being the primary point of contact for clients, building a relationship that enables the client to have trust and confidence.
• Work collaboratively and communicate effectively
• Diary management: making client appointments, ensuring that Financial Planners have an organised diary and meeting times and locations are appropriate.
• Leading the coordination and appointment booking of ongoing service reviews for the Financial Planners.
• Action post in and out on a daily basis. Sort, prioritise on receipt, scan and allocate appropriately.
• Issue documentation in-line with company procedure, considering Data Protection elements
• Client data entry such as updating Fact Finds.
• Building and maintaining a record of client soft facts, ensuring that special events are mentioned when communicating to build rapport and provide a personalised service.
• Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.
• Contact clients via telephone/email to chase outstanding requirements and ensure that processing of advice is not delayed.
• Be proactive in chasing pipeline business
• Understand and be able to share regular pipeline updates to Financial Planners of the different stages of advice for their clients.
• Support the Financial Planners in directing queries to the correct team within the business to solve issues and ensure a seamless client service.
• Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
• Ensure that client complaints and/or breaches are escalated immediately to management/compliance.
• Ensure comprehensive client information is maintained in the back-office system.
• Always look for efficiencies and improvements that enhance the client outcome/experience

Benefits of joining the business:

• 28 days holiday plus Bank Holidays
• Death in Service
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Program
• Medicash
• Private Pension
• Discretionary, up to 10% company annual bonus
• Hybrid/Work from home
• Full support for further professional qualifications

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.

Home/office hybrid working is fully supported during the working week.

Staff retention is second to none with our client, we have represented them for years with excellent success.