Key skills
CloudCRMAgileCommunication
About this role
Role Overview
- Support Financial Planners by managing client administration and processes
- Ensure all client reviews are supported by suitability reports
- Maintain the CRM (Xplan) with accurate client data
- Keep client files organised and secure
- Support scheduling of annual reviews and preparing meeting packs
- Build strong relationships with Financial Planners and clients
Requirements
- 2-5 years experience as a Financial Planning administrator
- Fantastic knowledge of Financial Planning products and processes
- Highly organised, with a proactive mindset
- Strong attention to detail and accuracy
- Confident written and verbal communication
- Comfortable working with cloud-based systems and using technology
Tech Stack
- Cloud
Benefits
- Competitive Pension Scheme
- we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
- Agile working environment