Financial Planning Administrator
2 weeks ago
You will be liaising with clients, providers, and colleagues so, a high standard of communication skills both written and oral, is essential. You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.
Duties include:
- Distribution of letters of authority and collating policy information from providers
- Fund performance analysis via FE Analytics
- Processing ad hoc withdrawals
- Maintenance of client regular income, including cash balances
- Setting up and amendments of regular client contributions
- General administration and servicing
- Production of illustrations for protection and annuities
With your package you will be enrolled into private medical insurance, pension, Salary between £23,000 - £27,000 DOE
For further details please contact Tegan Sillett at Dynamite Recruitment
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