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Financial Planning Administrator

Location: TAUNTON, SOMERSET Salary: 17000 - 19000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 1 day ago Reference: 3101667
I have a brand new opportunity to join a leading firm of Chartered Accountants within their Financial Planning arm within an administrative capacity.

Offering a fantastic working environment with a flexible benefits package, this is a great opportunity for an experienced administrator who holds solid experience working in a Financial Planning firm who may be looking for their next challenge or the opportunity to work for a larger team where you will make a difference.


You will be responsible for providing administrative support to Consultants, ensuring all client information is entered onto Client Database system, dealing with enquiries preparation of client valuations and reviews and processing and tracking new business.

The successful candidate will have the following experience, skills and attributes:

• Client Care and Service focused including excellent telephone manner
• Good communication skills and the ability to work within a team
• The initiative to organise and prioritise your own workload
• Previous experience of using Adviser Office (Avelo/Iress) client database/back office system
• Previous experience of using Virtual Cabinet paperless office system (or similar)
• Previous experience in a similar role
• Good level of IT skills including Microsoft Office

Roles like these are few and far between in the area so please do not delay in applying, for further information please contact me today on 0117 930 4820.



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