Financial Planning Administrator - Stockport area, Flexible hybrid working
up to £30K plus company benefits
Our client is a well established firm of Independent Financial Advisors in the Stockport area with a stellar reputation among both clients and peers. They are currently actively seeking an experienced Financial Planning Administrator Administrator to contribute to their continued growth.
You will work closely in a team with a Paraplanner and a Financial Planner to provide a high level service to a book of HNW private clients. The role will require excellent communication skills and good knowledge of financial products and services.
The main areas of responsibility are to:
- Answer basic queries from clients and providers via incoming telephone calls and email.
- Maintain diaries and appointments
- Letters of Authority
- Obtaining quotes, online or via telephone, then putting full package together for adviser
- Processing new business
- Valuing client portfolios - obtaining data from providers.
On offer:
- Competitive salary, negotiable depending on experience and qualifications, from around £25,000 to £30,000 per annum
- Comprehensive company benefits package including Pension & Life cover
- Flexible working including flexible hours and hybrid working from home (50:50)
- Support towards professional development, studies etc