Financial Planning Administrator

2 Days Old

The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1)). Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines.
The Person: The successful Financial Planning Assistant ( Client Relationship Manager) will be intelligent, keen to learn , embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided. They will be articulate, analytical and ...
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Location:
Luton
Salary:
£35,000
Job Type:
FullTime
Category:
Accounting & Finance

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