Administrative Assistant
5 days ago
CV-Library is seeking a skilled Financial Planning Support Administrator to join our team. As a highly organised and detail-focused individual, you'll provide administrative support to our Financial Planners and Advisers, ensuring seamless day-to-day operations.
About the RoleThis is a 9-Month Maternity cover contract, providing a fantastic opportunity to gain experience in a dynamic and fast-paced environment. The estimated salary for this role is £25,000 - £35,000 per annum, depending on experience.
Key Responsibilities:- Maintain accurate records and ensure all notes are up to date on the back-office system.
- Process new investments and policies, including Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
- Manage online fund switches from start to finish.
- Update client portfolios, adding new clients and maintaining content, including contributions and withdrawals.
- Relevant experience working in a Financial Planning support role.
- Familiarity with Client Management systems such as Intelliflo / First.
- Experience working with online platforms like AEGON, Transact, or AJ Bell.
- Desirable: Further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice.
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