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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: 6 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.

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