Financial Planning Administrator

Your new company

Due to expansion, an excellent opportunity has arisen within a highly reputable, well established IFA practice for a Financial Services Administrator. Great prospects for personal development, working within a very friendly and supportive team.

Your new role

Providing administrative support to Financial Advisers and their clients, this is a great opportunity to get involved with a wide range of responsibilities. Your role will involve all aspects of client administration, assisting advisers to prepare for client meetings, liaising with clients and product providers, processing new business including obtaining fund information regarding client investments, producing client presentation documents, monitoring the process through to completion, liaising with third parties such as underwriters and chasing up any outstanding information.

You will also have the opportunity to get involved with group scheme work such as group pensions, group life. You will be encouraged and supported to develop your skills and experience and get involved with paraplanning work if desired.

What you'll need to succeed

Proven experience of working in financial services/financial planning administration, a good understanding of the administration processes involved in financial planning, the desire and willingness to get involved with a broad range of responsibilities and take on new challenges, a "can do" attitude.

What you'll get in return

In addition to a highly competitive salary, this is an excellent long-term opportunity for someone seeking to build upon their skills and experience and be recognised and rewarded for contribution. Excellent prospects for progression.

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. #4660876 - Linda Leon