Financial Planning Administrator

Recruiter
Exchange Street Claims Limited
Location
Coventry
Salary
To £25,000 + Disc bonus + Excellent benefits
Posted
08 Nov 2017
Closes
16 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time


Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit an experienced administrator to join their sales support function in Coventry.

As part of a division offering discretionary investment advice to clients, alongside wider holistic planning (in particular tax mitigation such as IHT and trusts), the role will involve providing a comprehensive level of support to the firm?s advisers and technical support function. This will include a range of administrative duties, on-going client and provider contact and meeting preparation including the compilation of suitability letters and investment proposals.

To be considered it is a pre-requisite that any applicant has worked within sales support within a financial planning business. Knowledge of platforms/Intelligent Office is also a distinct advantage alongside excellent administration skills, attention to detail and a knowledge of regulatory procedures.

On offer is a competitive salary, excellent benefits (including the employer contributing as much as 10% to a pension), a bonus scheme and scope for progression, particularly those who wish to advance into paraplanning.


This job was originally posted as www.jobsite.co.uk/job/959486559