(Trainee) Financial Planning Administrator

4 days ago


York, United Kingdom Tempest Jones Full time

**The offering**

A new opportunity has arisen for a Financial Planning Administrator to join a long-established firm of Financial Planners in their York office. A trainee wil be considered for this role.

**Accountabilities**

The role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners.
- You will be involved in looking after both new and existing business.
- Obtaining illustrations and valuations.
- Processing work in line with the required timescales and compliance guidelines.
- Navigating provider wrap platforms.
- Allocation of funds and actioning switches and amendments on various provider platforms.
- Creating review packs for advisers in advance of review client meetings.
- Document preparation, scanning documents and data input as required.
- Diary management and other ad hoc tasks as required by the advisers.

To be considered for this role, you will be a strong administrator with ideally a background working within financial services. A keen eye for detail and accuracy along with an organised approach is essential as are excellent communication skills both verbaland written.

**To apply**

NB: Salary offered will depend on level of qualification and also level of experience in an equivalent role.



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