Trainee Financial Planning Administrator

2 months ago


Balsall Common, United Kingdom Rothesay Bennett Ltd Full time

Office based trainee IFA administrator required to join our support team in Balsall Common. No experience required, however proficiency in MS Word and Excel desirable.

This role will support Independent Financial Advisers and clients with the administration and coordination of financial advice.

**Role requirements**

Providing support and administrative duties for Financial Advisers
Supporting new and existing business including investments and pensions
Obtaining quotes & valuations
Preparing documentation for client meetings
Responding to client enquiries
Liaising with providers and third party stakeholders
Updating back office systems

Ability to prioritise and manage your own workload.

Effective communication skills, both verbal and written.

Development opportunity if desired

**Job Types**: Full-time, Permanent

**Salary**: £21,000.00-£23,000.00 per year

Schedule:

- Day shift
- Monday to Friday
- No weekends

Work Location: In person



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