Technical Financial Planning Administrator

Recruiter
NJR Recruitment
Location
Birmingham, UK
Salary
Competitive
Posted
18 Aug 2019
Closes
13 Sep 2019
Ref
1222702823
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Technical Financial Planning Administrator
Birmingham
Salary £23,000 -£28,000
Excellent company benefits + full exam support

Our client is one of the UK's largest and longest established independent financial firms that have built an excellent reputation based on their integrity, and for providing superior service to their Clients. As a result of continued growth, our Client now has an exciting opportunity for a Technical Financial Planning Administrator to join their vibrant team and growing organisation.

When you become part of their team, your commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages team work and thought sharing.

Responsibilities
  • Provide high quality support to the companies Financial Planners
  • Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
  • Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges
  • Work with FE analytics
  • Co-ordinate the issuing of client advice, client correspondence and enclosures
  • Process new business process through to conclusion
  • Work with Platform sites

Requirements
  • Previous Financial Services industry experience
  • A proven track record in providing high quality administration support
  • Working towards CII level 4 qualification would be desirable
  • Excellent communication skills both verbal and written
  • Ability to effectively manage your own time and achieve strict timescales
  • Excellent attention to detail
  • High levels of computer literacy
  • Strong team player

Our Client is looking for a Self-motivated, driven, passionate individual, who can come in and hit the ground running, whilst delivering a high degree of professionalism.

For more information please contact one of specialist consultants quoting REF:NJR9217

Similar jobs

Similar jobs