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Financial Planning Support

Location: POOLE, DORSET Salary: 18000 - 24000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 2 months ago Reference: 3063616
Would you like to join a extremely successful medium sized IFA Practice located within their modern offices in Poole and work alongside a long established and highly qualified team as a Financial Planning Support Administrator.

Ideally you will hold the Financial Planning Certificate/ equivalent and have a strong background within Financial Services Administration. Further industry relevant qualifications supported with progression to Paraplanner available for high calibre individuals.

Excellent benefits package on offer, salaries upto £24,000



Duties...
• To liaise with clients to deal with administration queries
• Dealing with all aspects of new business processing
• Input and maintenance of records for all of the businesses clients
• Providing quotations and processing new business
• Dealing with product providers for any queries
• Any other administration duties to support the Financial Planners and Paraplanners


Skills....
• Financial Planning Certificate or equivalent
• Excellent written and verbal communication skills
• Previous experience within a IFA Practice
• Ability to work well under pressure and within tight deadlines
• Flexible working attitude
• Vast financial product knowledge


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