This Job Vacancy has Expired!

Financial Planning Administrator

Posted on May 27, 2019 by CV-Library

Neston, Wiltshire, United Kingdom
Call Center & Customer Service
Immediate Start
£20k - £23k Annual
IFA Administrator/Financial Planning Administrator/Neston

We are looking for an enthusiastic and dedicated IFA/Financial Administrator to join our Financial Advisory business based in Neston. The successful candidate will provide financial administrative support the team and will need to ensure they adhere to agreed processes, procedures and timelines to the highest standards. You will be working in a team of 4 Paraplanners and 7 Administrators.


* Salary range £20-23K (dependent on qualifications and experience)

* 20 days paid holiday going up to 25

* pension contributions

* Parking onsite

* Opportunities and support to gain relevant professional CII qualifications

* 9am until 5pm, Monday to Friday


* Maintaining client records and keeping electronic files in good order

* Preparing business generation documentation for Paraplanners/Financial Advisers

* Submitting applications to providers/platforms via post or online processes

* Ensuring all new business is set up by providers/on platforms as required

* Supporting the paraplanners with other administrative tasks as required

Preferred applicant's will:

* Have a minimum 2 years experience of working in an IFA or Wealth Management environment

* Strong knowledge of Intelligent Office software

* Knowledge of financial products (Investments, pensions, etc.)

* Have a good understanding of the financial planning process

* Have good IT skills including Microsoft Word, Excel and Outlook

If this sounds like you please send us your CV through the link or send a copy by email, and we will give you a call for a confidential chat. Alternatively please give us a call at (phone number removed) and we will be more than happy to go through the role in more details.

If this particular Vacancy isn’t of interest to you, but you are looking for work in a similar field, please get in touch, as we have new vacancies registered on a daily basis

Reference: 210085419

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