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Financial Planning Administrator

4 months ago

Leeds, United Kingdom Search Consultancy Full time

Financial Planning Administrator

Leeds (with home working available)

Salary up to £28,000 plus excellent benefits, exam support, flexible working

Some key responsibilities of the position are:

- Obtain illustrations
- Submitting new business and investment trades on behalf of clients, within required deadlines using various investment platforms and life companies.
- Maintaining accurate records of these trades to ensure valuation reconciliation.
- On boarding new clients to the business, ensuring the new client file is fully compliant
- Ensure that all actions within the Adviser Office Diary Manager are dealt with within the required timescales and all diary entries are updated when relevant
- Submit new business and investment trades online via various Platforms and life companies

The role will also have other responsibilities but the opportunity to grow and develop within the position and company are there from day one. If you want to acquire industry qualifications that will be fully supported too.

Any applicants must be able to demonstrate strong experience supporting Financial Advisors in a regulated environment. You will need to have a strong understanding of investments, pensions and other advice products and be confident using various industry back office systems and platforms. This is a genuinely fantastic opportunity to work for a highly rated organisation.