We are seeking a detail-oriented Wealth Planning Administrator to join an existing team based in our offices in Chelmsford. We are leading chartered Financial Planning company and we are on the a recruitment drive to increase the team due to volume of work from our new client base.

We are looking for individuals who are currently working within a financial services organisation.

Responsibilities

• Maintain accurate financial records and documentation.
• Assist in the preparation of meeting packs
• Uploading of new business documents.
• Provide administrative support to the financial Paraplanning team, including sending out of client fact find.
• Being a point of contact for clients
• Respond to customer inquiries regarding financial services in a professional manner.
• Collaborate with other departments to ensure efficient office operations.
• Booking in review meeting
• Liaising with Pension Provider & Investment Platforms

Skills

For this role we are looking for candidates to have some form of financial services experience.

• Strong administrative skills with a focus on detail and accuracy.
• Excellent time management abilities to prioritise tasks effectively.
• Proficient in customer service, ensuring a positive experience for all stakeholders.
• Solid office skills, including familiarity with Microsoft Office Suite (Word and Outlook).
• Strong organisational skills to manage multiple tasks simultaneously.
• Knowledge of financial services is advantageous.