Administrator/Trainee Paraplanner – Financial Planning

Administrator/Trainee Paraplanner – Financial Planning      J – 1607


£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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