Financial Planning Administrator

Recruiter
Clark James Recruitment
Location
Attleborough, UK
Salary
Competitive
Posted
20 Sep 2019
Closes
03 Oct 2019
Ref
1254829967
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Clark James is delighted to be recruiting for a prestigious Independent Wealth Manager who are currently in need of an experienced Financial Planning Administrator to join their technical administration team.

Our client is an ultra modern business dealing with high net worth clients relating to their personal wealth within pensions, investments and working towards ensuring their financial security. They have an envious reputation in the industry and have won numerous awards.

This is a hands on pure administration role with technical attributes. Full training on back office systems and platforms will be given and as such you will undertake the following duties:
  • Dealing with client queries via email and telephone
  • Processing of new business and documentation
  • Inputting data on internal systems ensuring the information is accurate and up to date
  • General administration ensuring work flows effectively
  • Preparing for adviser & client appointments including obtaining quotations and illustrations
  • Speaking to product providers/platforms and chasing up
  • Producing client valuations
  • Sending out client pack information

The business believes in progression and rewarding all staff in what is an ever changing industry. Therefore full support for qualifications is offered should you wish to study for your Diploma in Financial Planning.

Opportunities to progress to Paraplanning and Operations are available as and when they present themselves within this well respected business.

A generous salary alongside excellent company benefits are all available.

Please apply or call our Financial Services Offices on 01702-841098.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please Note

All applications received will be dealt with in the strictest confidence.

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

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