Financial Planning Administrator, Financial Services
Superb opportunity for an experienced Financial Planning Administrator with a very well established professional, ethical chartered organisation, specialising in the provision of independent financial advice.
The Person:
You must have recent experience working as an IFA Administrator
Exceptional numeracy and accuracy skills with a strong attention to detail a must
You must possess a strong work ethic and possess excellent communication skills (both written and spoken) and be of smart appearance.
Have the ability to work individually and as part of a busy team
Competency in using IT systems – Microsoft, Excel
Work methodically with outstanding organisational skills
The position - will include a combination of the following, but not limited to:
Online processing of new business applications for retail clients in a timely and compliant manner for all types of Pensions, Investments and Protection
Ongoing maintenance and servicing of an existing client base and is key to the position
Liaising with a spectrum of product providers
Producing illustrations, comparison quotations including the collating of literature and pre-population of applications
Processing letters of authority
Updating client portfolios for annual reviews and printing reports
Issuing policy documents to clients
Creating new client files and maintaining existing
Completion of ad-hoc administration and requests, on behalf of the Directors
Diary management scheduling and re-scheduling appointments
Occasional meeting and greeting of clients/visitors to the office
The Package
A competitive starting salary awaits, depending on level of experience
37.5 hours per week (8.30am – 5.00pm with an hour for lunch)
Standard probationary period
Benefits after successful completion include company pension scheme with 5% employer contribution, death in service cover and medical cash plan
Please email your up to date CV to Heather@rsfl.co.uk
Tel: 01303 220844
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Consultant Details
For further information on this opportunity please contact:
Heather Morgan
Tel: 01303 220844
Email: Heather@rsfl.co.uk