Financial Planning Administrator
Competitive salary based on experience plus study support and a long term career path within financial planning.
Are you a highly organised, client-focused individual, with a passion for financial services? If so, this could be the perfect role for you.
My client, a leading financial services practice, is looking for an additional Financial Planning Administrator to join their team on the outskirts of Sunderland.
This is an excellent opportunity to join a successful organisation that has a long and impressive history of helping clients achieve their financial goals. You will be working with a team of experienced financial planners and paraplanners providing full administrative support in a client-focused environment.
The Role
In this role, you will be responsible for providing full administrative support to the financial planning team. This will include processing new business applications, completing client paperwork and preparing client reports. You will also handle customer queries and update customer information records.
You will have the opportunity to further develop your knowledge of the financial services sector, with ongoing in-house training and development with full study support should you wish to work towards the Diploma in Financial Planning.
Duties will include:
- You will be involved in looking after both new and existing business
- Obtaining illustrations on new business
- Collating portfolio valuation reports
- 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
- 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
- Working in a friendly team environment working towards common goals
The ideal candidate will have;
- Experience working in a similar role in the financial services sector, ideally
- Excellent communication and customer service skills
- The ability to work to tight deadlines
- Strong organisational skills with a keen eye for detail
- A good standard of education
- The ability to work independently and as part of a team
- A professional and confident telephone manner
The offering
The successful candidate will be rewarded with a competitive salary, depending on level of qualification and experience.
This is an exciting opportunity to join a highly successful organisation and make a real difference to their clients. If you have the right skills and experience, then we would love to hear from you.
So, if you are looking for a rewarding role that will allow you to develop your financial services knowledge and skills, then this could be the perfect role for you.
To apply, please submit your CV or contact Jenny on jenny @ tempestjones . com
NB salary quoted is dependent on experience but also industry qualifications.
Job Types: Full-time, Permanent