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Financial Planning Administrator

Location: CHICHESTER, WEST SUSSEX Salary: 20000 - 26000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 11 months ago Reference: 3105851
Chartered IFA Practice offering investment management, financial planning and pensions advice seeking Financial Planning Administrator to join the team.

Full support to Level 4 Diploma and Chartered status provided. Progresssion opportunities to Paraplanning available.


Salary upto £26,000
Excellent package, flexible working hours, bonus, 25 days holiday, pension scheme and beautiful modern offices.

- Obtaining investment information
- Ad-hoc queries/communications with providers (sending docs/notifying of deaths etc)
- General computer back-office administration (loading plans/wrap review tasks/valuations/adding tasks/uploading documents etc)
- Matching commission and income on IO (electronic commission statements)
- Submitting cases to for compliance checking
- Vouchedfor invoicing & refund claims
- Risk Analysis
- Preparing Investment reviews
- Purchasing and selling investment funds
- Investment Reports
- Group Life policy renewals & associated admin
- Team meeting minute taking & distribution
- Registering of rebalance pages when received from clients

- Analytical
- Excellent organisational skills
- Attention to detail
- Proactive approach to work
- Desire to achieve Level 4 Diploma in Financial Planning
- Previous experience within a similar role/ IFA Practice

For more information please apply online today or send your most upto date CV to

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