Financial Planning Administrator
2 days ago
The role itself will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners.
Key duties:
- You will be involved in looking after both new and existing business.
- Obtaining illustrations on new business.
- Collating portfolio valuation reports.
- Accessing provider platforms to obtain crucial information
- Processing business accurately and in a timely fashion in line with compliance guidelines.
- Document preparation, scanning and data input as required.
- Diary management and other ad hoc tasks as required by the advisers.
- Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required.
- Working in a friendly team environment working towards common goals.
To apply:
NB: Salary offered will depend on level of qualification and also level of experience in an equivalent role.
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