Financial Planning Administrator

First 2 Recruit
Weston-Super-Mare, UK
18 Sep 2019
02 Oct 2019
Contract Type
Full Time
Financial Planning Administrator - Permanent (Weston-Super-Mare)

An immediate opportunity is now available for an experienced Financial Planning Administrator to join a well-known organization based in Weston-Super-Mare.

This is a Permanent position and 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.

If this sounds like the role you are looking for, here's what experience we are looking for:
  • 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 Intelligent Office client database/back office system
  • Previous experience in a similar role
  • Good level of IT skills including Microsoft Office

In return for your skills, you will receive a competitive salary depending on your experience and a flexible benefits package.

If you have the required experience, I want to hear from you!

Just hit the Apply button to forward over your CV for the Financial Planning Administrator role.

First 2 Recruit Ltd is an Employment Agency who provide permanent and fixed term contract services and an Employment Business who provide temporary services as defined under the Employment Agencies Act 1973. First 2 Recruit Ltd will collect the personal details which job seekers provide to us for the purposes of providing job seekers with work-finding services. In providing this service to job seekers we may need to transfer their personal details to our client companies.

Please note we regret that due to the high volume of CV's received we cannot give individual feedback to candidates, if you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.

First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.

Similar jobs

Similar jobs