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Financial Planning Administrator

Employer
Search Consultancy
Location
UK
Salary
Competitive
Closing date
26 Jul 2021

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Sector
Accountancy
Contract Type
Permanent
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Job Details

IFA Administrator
Leicestershire
£20,000 - £28,000 + excellent benefits package, free parking, exam support

Highly respected Independent Financial Adviser organisation in Leicestershire are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.

Experience in a Financial Services environment is essential as you will be required to hit the ground running. In return you can receive a competitive salary and benefits package.

The successful candidate will:

* Have at least 12 months experience carrying out an administration/sales support role within a Financial Services Advice environment.
* Detailed and working knowledge of regulatory requirements.
* Experience and knowledge of investments, pension plans and other financial products.
* Strong IT skills; basic MS Office package.
* Excellent organisational and communication skills.
* Strong numeracy skills.

The main duties of this role include:

* Liaising with clients, fund managers, solicitors and accountants daily.
* Processing and monitoring complex business.
* Completing FCA compliant transactions.
* Obtaining information from fund managers.
* Sending letters of authority.
* Working closely with advisers.

Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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