Financial Planning Administrator - Flexible Hours

Reed Insurance
Sutton Coldfield, Birmingham
08 Jul 2017
07 Aug 2017
Contract Type
Full Time
My client are one of the UK’s biggest provider of Financial Advice, with nearly £80billion funds under management. The firm specialise in offering advice across Pensions, Investments, IHT, Tax Planning, Investments, Protection, Life Policies and they also have a portfolio of Group Pension schemes.

Main duties will include:

-Understanding of the requirements of working within a regulated environment, observant of
FCA/DPA requirements.

-Obtaining accurate client information from existing providers
-Creation and updating of client file to cover the following
-Cataloguing of existing client accounts using the back office system
-Sending of Letters of Authority
-New Business Processing
-Understanding Financial products to critique information received
-Preparing client files for presentation
-Transaction and application fulfilment

Experience required:

-Must have working knowledge of various Financial Products
-Must have previous IFA or Financial Services Administration experience
-Attention to detail
-Great communication skills

Reed Specialist Recruitment Limited is an employment agency and employment business