This is a fantastic opportunity for a long term career in Financial Planning, as a Client Onboarding Administrator in a Chartered Financial Planning firm. You will be required to work from our Grimsby office.
We offer support and training to allow every team member to maximise their potential.
Due to recent and continuing growth, we are looking for a Client Onboarding Administrator to support our Paraplanner with initial advice.
Key Responsibilities & Accountabilities
- Provide administration support to our Paraplanner, completing tasks delegated
- Assist with onboarding, research, and implementation
- Establish and build strong relationships with clients
- Provide a friendly and professional point of contact for clients and enquiries
- Complete relevant training and maintain up-to-date training records
- Other duties as directed by management
Personal Specification
Knowledge
Microsoft products and electronic diary management
Knowledge of financial planning
Skills
Highly organised, methodical, analytical, and disciplined
Excellent communicator (both verbal & written)
Shows initiative and takes personal responsibility for completing tasks
Able to work within defined business processes
Adopts a positive attitude
Team player
Able to work under pressure on occasions to achieve deadlines
Excellent attention to detail
Able to achieve agreed outcomes without constant supervision
Experience
Previous roles within the financial planning industry is desirable
Qualifications
Certificate in Financial Services (CII R01 & LP2 exams) is desirable
Job Types: Full-time, Permanent
Pay: £25,000.00-£30,000.00 per year
Benefits:
- Additional leave
- Company pension
- Private medical insurance
Application question(s):
- Please provide a brief overview of why you feel this role is right for you, and why you are the right candidate for this role.
Work Location: In person
