Job Description
Financial Planning AdministratorLocation: Chesterfield
Our Client is a highly successful and innovative Wealth Management Practice with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.
This is a fantastic opportunity for an experienced Financial Planning Administrator who is looking to join a stable but growing IFA firm. You will be working for a highly successful business that holds an excellent reputation within the Wealth Management sector.
You will be working as part of a medium sized and growing team, where you will be supporting the Wealth Managers in delivering first class service to their Client bank.
Responsibilities:
General day-to-day administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and electronic filingPreparation for meetings Submitting new business using Intelligent OfficeObtaining valuations and illustrationsLiaising with clients and product providersDealing with Letters of Authority
Requirements:
Previous experience of working within Financial PlanningExcellent attention to detail and strong technical skillsAbility to manage own workloadAble to work under pressure to meet specific time deadlinesStrong team player with a can-do attitude towards the daily challenges of a busy Practice
What's in it for you?
Genuinely competitive salary 22 days holiday + bank holidays Closed over ChristmasFree parking Discretionary BonusesPersonalised Training PlanHealth InsurancePensionFull Study Support
The successful candidate will be given the opportunity to study towards the Diploma in Financial Planning, with full support given by the Practice. This is an incredibly exciting opportunity for someone who is looking for a long-term, successful career within Wealth Management
For more information please contact one of our specialist consultants quoting REF:NJR13398
