Financial Planning Administrator

Role Overview

• Acting as a point of contact for clients, resolving client queries, preparing for client meetings and maintaining positive client relationships.
• Ensuring thorough preparation, review and management of client documentation and maintaining comprehensive client files and reports.
• Completing any additional client requests within set timeframes, including all client post-meeting actions.
• Performing trading independently, such as switches, withdrawals and contributions.
• Undertaking all processes required within and managing all tasks whilst supporting in the auditing of internal processing/mapping.
• Dealing professionally with third-party providers regarding transactions and submissions.
• Liaising with international offices to ensure alignment and team approach.
• Using platforms and systems to complete your duties, ensuring data integrity and accuracy across all client records. Maintaining the accuracy of our CRM and ensuring this is accurate and kept up to date.

Requirements

• Financial Services experience – you will bring relevant experience with a good understanding of financial products and principles.
• Qualifications
• Belgium Financial PCP qualification or willingness to obtain.
• Diploma in Financial Planning or working towards (desirable).
• Knowledge
• sound working knowledge of FSMA conduct rules and relevant compliance procedures, ensuring the application of these at all times.
• Language
• you will have the ability to speak English fluently and an understanding of written/spoken French or Dutch.
• Client-focused – experienced and thrive in a client-facing role, with a genuine interest in their needs and enjoy providing proactive, effective and efficient support to stakeholders.
• A confident platform and tech user – fully proficient in the use of Microsoft Office, knowledgeable about different provider platforms and able to confidently produce and analyse reports.
• Sound working knowledge of CURO (desirable).
• Methodical and organised – motivated to deliver high-quality work, with great levels of attention to detail and experience of managing different priorities.
• Excellent interpersonal skills – a supportive and collaborative team member with an ability to build strong relationships effectively.
• Supporting others – keen to support others with their learning and professional growth, you will be motivated to share your knowledge and take the initiative to upskill your colleagues where possible.
• Self-driven and autonomous – happy to work autonomously and eager to develop and maintain your technical knowledge/skills to support the wider team.
• Numerate
• you have a good aptitude for numbers and enjoy applying them to real-world scenarios.
• Right to work
• ideally you will hold an EU passport (if not visa requirements can be discussed).

Benefits

• 30 days holiday plus public holidays
• 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you)
• Pension contributions
• Health insurance
• Life assurance
• Financial protection coverage
• Telework allowance (WFH allowance)
• Commuting allowance
• Meal vouchers
• Eco Vouchers/Cheques