Back to results list

Financial Planning Administrator

Location: PLYMOUTH, DEVON Salary: 18000 - 24000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: 3063939
A leading solicitors with an expanding financial services arm have a fantastic opportunity to join a great team of professional, well-qualified and experienced individuals, in a warm and friendly environment..The role will see you providing excellent administration support to the highest possible service to the companies clients.

The role will include:-
• Responding to client enquires and requests
• Obtaining valuations and policy information from for the product providers
• Preparing and processing review paperwork in addition to documents for client meetings
• Online submission of new business to providers• Maintaining clients and policy records on office system
• Obtaining valuation details from the provider via letter, telephone, email or internet
• Inputting information from providers onto the database accurately
• Preparing and printing illustrations, and key features documentation and applications as required by the consultant/para-planner
• Checking forms, entering data onto our systems
• Chasing pending applications

• Relevant financial Planning administration experience within an IFA
• Broad product knowledge with a focus on pensions and investments desirable 
• Excellent written and verbal communication skills with a strong eye for detail.
• Good administration and computer skills.

If you are a confident and professional with a friendly disposition and the ability to work well as part of a team then please contact me at your earliest convenience to discuss this opportunity in more detail.

Please send your up to date CV to and call 0117 930 4820.

Similar jobs