Financial Planning Administrator
Our client are a very well established firm of Independent Financial Planners who are based in the Leamington Spa area. Our Client have built an excellent reputation based on their integrity, and for proving superior service to their Clients. As a result of this ongoing growth now have an exciting opportunity for a Financial Planning Administrator to join their vibrant team.
When you become part of their team, your commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages team work and thought sharing.
Provide high quality support to our Consultants
Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges
Work with FE analytics
Co-ordinate the issuing of client advice, client correspondence and enclosures
Process new business process through to conclusion
Work with Platform sites
Previous Financial Services industry experience
A proven track record in providing high quality administration support
Working towards CII level 4 qualification would be desirable
Excellent communication skills both verbal and written
Ability to effectively manage your own time and achieve strict timescales
Excellent attention to detail
High levels of computer literacy
Strong team player
Our client is looking for a Self-motivated, Driven, passionate individual, who can come in a hit the ground running, whilst delivering a high degree of professionalism.
For more information please contact one of specialist consultants quoting REF:NJR8280
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