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Financial Planning Support

Search Consultancy
Closing date
30 Jun 2022

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Contract Type
Full Time
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Financial Planning SupportManchester Up to £30,000 + market leading benefits package, bonus, flexible workingAward winning Financial Planning organisation in Manchester are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.The successful candidate will:* Have at least 1-2 years 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 or connect via LinkedIn
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