Financial Planning Administrator

Recruiter
Premier Jobs UK Limited
Location
Belfast, UK
Salary
Competitive
Posted
13 Aug 2019
Closes
09 Sep 2019
Ref
1233711203
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Are you an experienced Financial Planning Administrator looking to join a local firm in Belfast?

The Company

This local financial planning firm based in Belfast has a wealth of experience that is utilised to help each client achieve their financial goals. They are looking to recruit a Financial Planning Administrator to join their team.

Financial Planning Administrator responsibilities

As a Financial Planning Administrator, you will provide administrative support to the Principal Financial Adviser to ensure the business runs smoothly and clients receive a high level of service. Your duties will include:
  • Client contact - receive the telephone, email or post enquiries and responding where appropriate. Contact clients prior to meetings to confirm appointments and obtain up to date information.
  • Diary management - manage the Principals diary with business and personal commitments and update the effective 'to do' system
  • Administration - accurately prepare documentation for meetings; process information onto the CRM system; obtain valuations on existing policies and investments; prepare calculations to assist in assessing investment / protection needs.

Requirements to be considered for a Financial Planning Administrator
  • You should have 2+ years' experience within an administration role
  • You should be highly detail conscious with experience of client facing role to accurately obtain information
  • Preferably you should have experience within a financial planning or IFA firm and understand the role of a Financial Adviser

Financial Planning Administrator Benefits
  • Salary of £24,000 - £30,000 plus 3% pension
  • 35 hours per week (9am - 5pm or 10am - 6pm, Monday to Friday)
  • Office based role
  • Working within a small yet highly effective team

Location

Belfast

Call us now on 0208 0044 154 or click Apply

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