Financial Services Administrator/Paraplanner/Mortgage Admin

Recruiter
That Recruit
Location
Coventry
Posted
30 Sep 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client, a Chartered Financial Planning Company are currently looking are looking to recruit an IFA Administrator/paraplanner/mortgage administrator who fits well within the culture of the business and can assist them in delivering their high-level services as the business continues to grow.

Key duties:
- Administration of both new and existing business, ensuring compliance and process procedures are followed
- Maintaining accuracy of client information and assisting with the on-going management of the client
- Interacting with clients in an efficient and professional manner
- Responsibility for continued administration and processing of workplace pension schemes
- Possible opportunity for involvement with investment analysis

Requirements:
- Previous experience as an IFA administrator
- Knowledge of FCA rules relating to the financial advice process.
- An interest in financial services particularly pensions and investments
- Computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline
- Use of Trigold or mortgage research system advantageous
- Ideally working towards CII qualifications or educated to a minimum of A Level standard or past financial services experience with a commitment to work towards CII qualifications

In this role, there is the realistic opportunity for the successful candidate to progress to paraplanner. The salary for this role is competitive, has potential for bonus and up for negotiation depending on your experience.

To be considered for this role, please apply today.
This job was originally posted as www.totaljobs.com/job/76035274