Financial Planning Administrator

Reed Insurance
Poole, Dorset
17 Jul 2017
16 Aug 2017
Contract Type
Full Time
Exciting opportunity for a Financial Planning Administrator to join a successful IFA Practice located within Poole. My client is organically growing, progression opportunities to Paraplanner available and full support towards Level 4 Diploma in Financial Planning.

Salary circa £25,000 for a experienced Financial Services Administrator.

Key Duties:
• Be a point of contact for all clients
• Keep your product knowledge up to date, and ensure others in the office are aware
• Paperwork to implement recommendations
• Adhere to compliance within FCA guidelines
• Support the financial advisers providing 5* administrative support
• Providing illustrations and processing new business
• Research financial solutions 
• Maintain and update the database as required 

Key Skills:
• Hardworking and ambitious attitude
• Excellent written and verbal communication skills
• Aspirations to become a Paraplanner
• Upto date product knowledge
• Good team player

Reed Specialist Recruitment Limited is an employment agency and employment business