Financial Planning Administrator
2 weeks ago
_Financial Services Administrator_
- Comply with the relevant FCA and Compliance rules at all times
- Follow the ethical standards within the firm at all times
- Ensure all dealings with clients are carried out in a professional and courteous manner
- Prepare letters of authority for client policy information
- Contact Life Offices to chase up letters of authority
- Prepare client Valuations and Annual Reviews documents
- Processing new business in an accurate and timely manner
- Liaise with Administration/ Paraplanning / Advisers as required
- Undertake project / client work as directed
- Provide back-office support to ensure that all financial planning client administration is carried out in accordance with the firms procedures, as well maintaining the client records on the companies CRM system (IO)
**The Required Skills**:
- A positive, can do attitude is essential
- Computer knowledge
- A strong attention to detail
- Prior experience of working within a Financial Planning Firm is preferable
- Prior experience of using the back-office IO system alongside Provider Platforms is also preferable
**Job Types**: Full-time, Part-time
**Salary**: £22,000.00-£28,000.00 per year
**Benefits**:
- Casual dress
- Company pension
- Life insurance
Schedule:
- 8 hour shift
- No weekends
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