Financial Planning Support Specialist
16 hours ago
We're seeking a highly motivated and organised Financial Planning Support Administrator to join our team at CV-Library. As a key member of our team, you'll play a vital role in ensuring the smooth operation of our Financial Planning department.
Job OverviewThe successful candidate will have 1-3+ years of experience working in a similar role, preferably with knowledge of Client Management systems like Intelliflo / First. This is a fantastic opportunity to gain experience in a dynamic and fast-paced environment with a competitive salary package.
Job DescriptionYour key responsibilities will include maintaining accurate records, processing new investments and policies, managing online fund switches, and updating client portfolios. You'll work closely with our Financial Planners and Advisers to ensure seamless day-to-day operations.
Salary and BenefitsThe estimated salary for this role is £25,000 - £35,000 per annum, depending on experience. You'll also enjoy a range of benefits, including access to training and development opportunities, flexible working hours, and a supportive team environment.
Requirements:- 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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