Back to results list

Financial Planning Administrator

Location: STOURBRIDGE, WEST MIDLANDS Salary: 22000 - 28000 GBP Per Annum, inc benefits
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 8 months ago Reference: 3307854
My Client is an ever growing firm, offering all aspects of financial planning to their high net worth portfolio of clients.

With a fantastic benefits package on offer, they are looking for an experienced IFA Administrator to join their team!

Key Responsibilities:

You will work with the advisers and other administrators to provide professional, efficient and compliant administrative support. It is expected that you will be consistently accurate in your work, be able to work on your own initiative and maintain the high level of professionalism that our clients expect.

• Preparing for client meetings, new business processing and ongoing client servicing, ensuring initiative is applied at all times

• Be able to prepare supporting documentation and research
• Maintaining data integrity of Adviser Office through accurate data entry and data maintenance

Experience required:

• Sound understanding of retail investment and protection products
• Be competent in using MS office; particularly Word and Excel
• Be able to demonstrate a client focused approach
• Be able to plan and prioritise your own workload and be a good team worker
• A smart, professional appearance
• Be familiar with Platforms

Similar jobs