Financial Planning Administrator

Recruiter
Reed
Location
Farnborough, UK
Salary
Competitive
Posted
18 Sep 2019
Closes
02 Oct 2019
Ref
1253539737
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Large scale Financial Services practice known for providing financial advice to private clients and small to medium sized businesses o many of the UK's largest organisations are recruiting in their Client Servicing team for a Financial Planning Administrator.

As the Financial Planning Administrator you will be supporting client propositions, in the delivery of administration support across a range of financial products and services. You will providing administrative support to a team of financial advisers focusing on new business processing and Client Servicing.

The ideal candidate will have worked within financial services administration, dealing with pension, investment and life products. Alongside excellent customer service and communication skills, both verbal and written. Ideally you with have obtained any of the Certificates in Financial Planning and be ambitious for a career within financial planning.

Day to Day...

Update the back office system ensuring accurate client data records at all times.

Produce client valuations.

Build relationships with clients, advisers and third parties.

Processing new business and managing pipeline effect.

Maintain fully compliant files.

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