Financial Planning Administrator

3 weeks ago


Newbury, United Kingdom Premier Jobs UK Limited Full time

This Financial Services Administrator job is a fantastic opportunity for career minded individuals to join a forward thinking business in the Hungerford / Newbury area.

In your role as a Financial Services Administrator, you will be proactively supporting their Financial Advisors through the following responsibilities:

- Preparing documents for meetings, gathering data on financial policies / investments
- Carrying out basic investment research
- Input information onto sales system and platform system
- Make and receive calls with clients
- Perform general office tasks to help with the running of a small team
- Maintaining and updating client records

This company will also offer progression into Paraplanning for the right individual.

**Financial Services Administrator Requirements**
- You must have 2+ years’ experience within a Financial Services Administrator position
- You should have good knowledge of the financial planning process
- You should be confident using Microsoft Word, Excel and Outlook
- Due to location of the office, you must have your own transport

**The Company**

This company has been established for over 30 years and maintained a forward-thinking approach throughout. They cover both Wealth Planning and Mortgage Advice. The Director of the business is looking for a Financial Services Administrator to closely supporttheir team.

Financial Planning Administrator Benefits
- Salary of £25,000 - £35,000 depending on experience
- Fully home based with occasional visits to the office
- Full time permanent position
- 7 ½ % pension contribution
- Fantastic opportunity to have career progression within Financial Services

**Location**

Office is based near to Hungerford / Newbury
- Liability and Disclaimer_
- Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information._



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