Financial Planning Administrator

Description:

They are looking for a personable and enthusiastic individual to join the team and to provide support to their team of experienced financial planners. This is an excellent opportunity for an experienced administrator or someone looking to begin their career within financial planning.

A friendly and rewarding firm, who offer flexibility and future development opportunities through continued support.

Responsibilities

• Providing excellent support to their team of financial advisers
• Processing new business and updating their back office systems
• Liaising with providers
• Sending letters of authority
• Being a first point of contact for clients and dealing with any queries

The Required Skills

• Previous experience working in a similar role within Wealth Management desirable
• Previous experience working within financial services
• Good understanding of pensions and investments
• Strong attention to detail
• Excellent communication skills both written and verbal
• Ability to manage own workload