Financial Planner

Witton recruitment
Cirencester, UK
10 Jun 2019
18 Jun 2019
Contract Type
Full Time
Are you a highly organised and experienced Administrator looking to work for a growing and high profile business? Do you have knowledge of Financial Services products?

Based in Cirencester, a professional and dynamic business looking for a confident and hardworking Financial Service Administrator to join them on a full time, permanent basis.

Reporting to the Practice Manager and working in a dynamic team, you will be providing a high quality service to clients via email, phone and in person as well as organising client meetings with the Financial Planners, managing and checking new and existing client files, processing applications and generally ensuring all documentation is completed compliantly and promptly.

In addition, you will be managing the Financial Planner's diaries and workload and ensuring providers respond efficiently and accurately.

To be considered for this exciting opportunity Siamo is looking to hear from candidates with experience in Financial Services with some exposure to Financial Planning. In addition, you will have experience working as an Administrator or PA and be confident working on Word, Excel and an electronic diary management system. You may have started your Certificate in Financial Planning (or equivalent) which will be advantageous but not essential as excellent training and career progression is on offer.

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