Financial Planning Administrator

Reed Insurance
Isle Brewers
10 Jan 2018
15 Feb 2018
Contract Type
Full Time
I am working closely with a leading professional services company within their Financial Planning arm of the business as they now require an additional Financial Planning Administrator to join their Taunton office.

Offering a fantastic place to work in the South West with a competitive and flexible benefits package, salary for both positions will be based on skills, qualifications and experience. If you hold industry experience within administration please contact me today to discuss in further detail - 0117 930 4820 /

You will be responsible for providing administrative support to a Consultant, ensuring all client information is entered onto Client Database system, dealing with enquiries preparation of client valuations and reviews and processing and tracking new business.

Ideally you will have the following experience, skills and attributes:
· Client Care and Service focused including excellent telephone manner
· Good communication skills and the ability to work within a team
· The initiative to organise and prioritise your own workload
· Previous experience of using Adviser Office (Avelo/Iress) client database/back office system
· Previous experience of using Virtual Cabinet paperless office system (or similar)
· Previous experience in a similar role
· Good level of IT skills including Microsoft Office

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