Financial Planning Administrator
2 months ago
Financial Planning Administrator
Monday - Friday
£27-30,000 plus benefits
Location**:Commutable from** **Worcester, Bromsgrove and Droitwich**
An excellent opportunity to join a growing Financial Advice Business located in the **Worcestershire area.**
**Responsibilities**:
- Provide high quality administrative support to the advisers and other members of the team.
- Deal effectively with queries from clients.
- Prepare files including compliance required documentation; illustrations and supporting documentation:
- Data Protection
- Client Agreements
- ATR & Sustainability Questionnaires
- Financial Data Capture
**Skills**:
- Excellent attention to detail and organizational abilities
- Ability to work independently and as part of a team
- Strong written and verbal communication skills
- Ability to prioritise tasks accordingly
Desired:
- Previous experience working in a similar role within financial planning advantageous but not essential
- Willingness to learn and undertake procedures in the financial planning industry
**About us**
TLP Recruitment has been placing Supply Chain, Logistics, Engineering and Manufacturing professionals for over 20 years. For more information on TLP, or to view our current portfolio of vacancies, please visit our website. Please note that it is our policy to add the details of all applicants to our database.
INDWMID
**Job Types**: Full-time, Part-time, Permanent
**Salary**: £27,000.00-£30,000.00 per year
**Benefits**:
- Company pension
- Health & wellbeing programme
- Life insurance
- On-site parking
Schedule:
- Monday to Friday
Supplemental pay types:
- Performance bonus
Ability to Commute:
- Droitwich Spa, Worcestershire (required)
Work Location: In person
Reference ID: FPJM
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