Job Title: Financial Planning Administrator
Location: Stoke-on-Trent
Salary: £28,000 - £30,000
The Company:
The opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals. Their friendly and helpful approach is highlighted by their outstanding client retention rate.
With over 1 billion Assets Under Management this company is really taking a positive step within the wealth management space and is an excellent time for someone looking to join an expanding business.
They are looking for an enthusiastic, hardworking Administrator to join their growing team in Stoke-on-Trent and to provide excellent back office support to their team of experienced advisers.
Development is very important to them so they are able to offer full exam support as well as other benefits such as additional bonus's.
Responsibilities:
- Providing an excellent service to clients
- Processing pension transfers and other schemes
- Updating back office systems with relevant client information
- Calling and chasing third party providers
- Creating client meeting packs
- Helping with any ad-hoc queries from advisers, clients and providers
The Required Skills:
- Willingness to develop knowledge of the industry
- Organised and hard working
- Previous experience working within a Financial Planning firm or Wealth Management
- Good knowledge of both Pensions and Investments
- Proficient using Microsoft Office and other back office systems
- Industry relevant qualifications desirable
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.