The Company and Offering
A new opportunity has arisen for a Financial Planning Administrator to join a well-established firm of Financial Planners in their Chesterfield office.
On offer will be a competitive salary, benefits package and study support.
This award-winning business have created a unique environment where employee well-being is a top priority. The leadership team want every team member to feel supported, engaged and interested in their role and happy in the workplace. They offer a healthy work life balance with a flexi- time working option.
Duties
This 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, but more of a focus on the latter.
- Obtaining illustrations on new business.
- Collating portfolio valuation reports.
- Management of the client review process.
- Accessing provider platforms to obtain crucial information
- Processing business accurately and in a timely fashion in line with compliance guidelines.
- Document preparation, scanning and data input as required.
- Daily use of Intelligent Office IT system.
- Diary management and other ad hoc tasks as required by the advisers.
- Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required.
To apply
For further information or to apply, please send your CV to jenny @ tempestjones . com
NB: Salary offered will depend on level of qualification and also level of experience in an equivalent role.