Administrator/Trainee Paraplanner – Financial Planning J – 1607
Altrincham
£20,0000 – £24,000 + benefits
A large sucessful and reputable Financial Services organisation based in South Manchester currently have an opporunity for an experienced Financial Services Administrator to join their friendly team.
Further qualifications will be supported, as will progression in to paraplanning if the successful applicant so desires.
Responsibilities will include;
Maintaining the administrative system used in financial planning case management and accurately record and maintain policy records
Portfolio valuations
Administration and application processing relating to Pensions, Investments & Group Schemes within agreed timescales
Ensure electronic files are maintained to a high standard and regularly updated
Ensure ongoing client servicing requirements are dealt with in a prompt and efficient manner and ensure regular updates are provided
Maintain an appropriate diary system and operate in an efficient professional manner
Liaise effectively with the adviser, policyholders, partners, product providers and any other introducers with regards to any issues that may arise
The ideal candidate will have:
– Excellent attention to detail and accuracy
– Financial Services qualifications are an advantage
– Good IT skills
To apply for this position please contact us for a discussion or email your CV to Diana Sproston here.
View more opportunities in Financial Planning.
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