Career Opportunity in Financial Planning Administration
4 weeks ago
We are a leading firm of Financial Advisers with over 30 years of experience assisting households across the UK. Our head office is based in Binley Business Park, Coventry.
Job Title: Financial Planning AdministratorSalary: £22,000 - £28,000 per annum, depending on experience.
Company OverviewOur team consists of 15 Financial Advisers and 9 specialists who provide support services to clients. We have a structured training programme for candidates to build up practical knowledge and skills to be effective Financial Planning Administrators.
Key Responsibilities:- Prepare illustrations and reports for client meetings
- Write Suitability Letters
- Manage cases to completion
- Regularly speak with clients and brokers over the telephone
- Book and confirm appointments
- Update our CRM system
We have a close-knit team that works together to assist our advisers and provide excellent customer service to our clients. After 6 months in your admin role, you'll have an opportunity to join a study programme with the Openwork Academy to gain the Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, while continuing with your current role.
Study ProgrammeThe Level 4 diploma consists of 6 units, each with study material and an examination. The study material, examinations (but not re-sits), workshops and training courses are all paid for by Future Perfect Financial Solutions.
Ideal Candidate- Have at least 12 months office experience (Essential)
- Excellent communication skills, both written and verbal
- Highly organised with strong attention to detail
- IT proficient – especially in Excel
- Free office parking
- 23 days paid holiday, bank holidays + an extra day off for your birthday
- Study Support towards further qualifications
- Staff events
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