Job Description
**Financial Planning Administrator** A key role in a financial services company, responsible for supporting the financial planning process and ensuring efficient client administration. **Responsibilities:** * Draft and develop comprehensive financial plans based on advisor recommendations * Prepare financial reports, including cash flow forecasts, risk assessments, and investment summaries * Assist with client meeting preparation, including agenda creation and follow-up * Process new business applications, pension transfers, and retirement claims * Input protection cases on life company portals * Process service queries and fund switches end-to-end * Deal with life company queries on new business/service cases * Check and issue policy documents/confirmations to clients * Assist financial advisors as necessary * Generate reports detailing outstanding cases for life companies * Review open tasks weekly and follow up on outstanding issues * Complete ad-hoc office requests and projects **Characteristics & Skills:** * Friendly, outgoing attitude and professional manner * Client-focused and efficient, with attention to detail * Ability to handle and prioritize multiple tasks to deadlines * Excellent organizational skills and time management * Ability to work in a team environment * Strong written and verbal communication skills * Strong knowledge of MS Office applications, including Word, Excel, Adobe, and Outlook * Experience within the financial planning industry essential **Requirements:** * Strong analytical and problem-solving skills * Ability to work under pressure and meet deadlines * Excellent communication and interpersonal skills * Ability to maintain confidentiality and handle sensitive information * Strong attention to detail and organizational skills