Financial Planning Administrator        Financial Planning                              J896

Stafford

£ 18,000 – £25,000

Award winning Financial Planning and Private Ultra High Net Worth Investment firm, currently with 15 employees are recruiting for a Financial Planning Administrator.  A large number of this prestigious firms clients reside in London.

The role will provide an all-round financial planning support service.  You will ideally part qualified, with a whole of market background.

You will work in a beautiful, original old mill building, with a professional and friendly and highly knowledgable team.  You will be enouraged and supported to progress based on your personal career aspirations.

Responsibilities.

  • Provide full administration support to the Paraplanner’s, IFA’s and Clients.
  • Processing New Business
  • Procuding Valuations
  • Deal with client and insurer queries to completion via the telephone or in writing
  • Ensuring your technical knowledge is kept up to date
  • Ensuring that internal systems are used effectively and accurately and that client records are kept up to date
  • Comply fully with all compliance regulations & requirements

 

Flexible Benefits:

Matched Employer Contribution Pension
Discounted Private Medical Insurance
20 days holiday (increasing to 25)
Purchase extra holidays
Christmas and Summer Social Events

 

Please enquire confidentially using the details below quoting reference J896 , alternatively feel free to connect with me Diana Sproston on LinkedIn,


To apply for this position please call the office on 0161 973 0133 or email diana@threesixtyselection.com

View More Opportunities in Financial Planning Here!

 


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