Your new company
You will be joining a reputable and growing firm known for delivering high quality, client-focused financial planning services. With a supportive team culture and a strong commitment to professional development, this firm offers an excellent environment for someone looking to build a long-term career in financial services.
Your new role

• Processing new business and processing new business with a 3rd party provider
• Managing documentation and correspondence related to new business activity
• Sending out documents and correspondence to clients and liaising with clients via phone and email
• Updating client records accurately
• Using 3rd party provider platforms to track progress and manage workflow effectively.

What you''ll need to succeed
Your previous experience working in a client services administration role in a financial planning practice/provider will help you succeed in this role. You will need to have experience processing new business and also have previously used 3rd party provider platforms such as Aviva and Aegon. You are highly organised with excellent attention to detail as well as having excellent customer service and communication.
What you''ll get in return
You will receive an excellent salary of up to -31,000 depending on experience, plus an excellent benefits package including holidays, opportunity to work from home after probation, pension, and more.
What you need to do now


If you''re interested in this role, click ''apply now'' to forward an up-to-date copy of your CV, or call us now.
If this job isn''t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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