Financial Planning Administrator
Our client is looking for an experienced Financial Planning Administrator
to work as part of their near Witney
. Full time37.5 hours per week 30,000- 35,000
As a Financial Planning Administrator for this company, you would be joining an ever-growing friendly team in an encouraging environment. They will support your personal and professional development, and for any relevant exams you are currently taking or would like to, they can offer you excellent study support. You will be entitled to a generous benefits package to include,
- Pension Scheme
- Life Assurance
- Income protection
- Study support
- Free parking on site
This is a great opportunity for someone to work as part of the existing team, providing administrative support and liaising with the clients as well as Paraplanners and Financial Advisors. Ideally we are looking for someone with at least 3 years recent experience of a similar role and knowledge of the financial services industry. Previous use of Investment Wrap platforms and Intelligent Office would be an advantage.
Financial Planning Administrator duties (to include but not exhaustive)
- Communicating with clients and third party providers
- Completion of client instructions, contract notes and policy documents.
- Maintenance of the back office system
- Maintenance of compliance documentation
- Communication with providers to track business from start to finish.
Apply Now for this Financial Planning Administrator role!