Job Description

Do you have experience of working in Financial Services? Do you possess a strong administrative skill set and are looking for a new exciting challenge?

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. You will be joining a business with ambitions and continued growth plans as we head into the new year!

The Opportunity
During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person's specific skill set, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

Key Responsibilities

• Assisting in the timely delivery of the advice proposition within agree service levels
• Assisting the paraplanning team and the advisers with their day-to-day administration requirements
• The gathering of personal data, pension, investment, and life policy information (by telephone, email and post) and presenting of the core findings within Word and Excel
• Dealing with client inquiries in a swift and timely manner, liaising with the team and product providers where necessary Full application completion and processing of new business
• Preparing client files ahead of initial and annual review meetings
• Fulfilment of investment instructions on chosen platforms
• Insurance quoting

What you'll need
In order to be considered for this fantastic opportunity, you'll need to have -

• Previous experience within Financial Services
• Professional communication manner, both written and verbally
• Any Financial Services qualifications are desired

This is a fantastic role offering a negotiable salary dependant on experience, for more information please contact our Finance and Accounts Specialist Recruiter Ben Worsley.