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Financial Planning Administrator

Posted on Jun 13, 2019 by CV-Library

Preston, Lancashire, United Kingdom
Call Center & Customer Service
Immediate Start
Annual Salary
Full-Time
Experienced Financial Planning Administrator (part-time option available)

Preston

Salary of up to £25,000 + benefits + career progression support

I am pleased to work closely with a well-established and highly regarded Financial Advice practice in Preston area to assist in the expansion of their client support team due to growth. This is a great opportunity to join an organisation with diverse offering to further build on your knowledge and experience in the industry. The team is friendly, supportive and there is a real family atmosphere in the office – there are regular social gatherings fully paid for by the company, and an early finish every Friday!

The successful candidate will be tasked with embedding the Intelligent Office (IO) system and streamlining the processes associated with this within the business. They will be responsible for compliance, income, MI reporting, valuations, task and workflow management. Regular attendance and contribution to the local IO Regional User Group meetings is also associated with the role.

The successful candidate MUST have experience in the Financial Planning industry and will be an experienced user of Intelligent Office software. They will also be a hard-working self-starter who is excellent at building relationships with colleagues and clients alike. Full support for studies towards relevant industry qualifications as well as career progression will be provided, bur progress already made towards the Diploma In Regulated Financial Planning will be advantageous.

If you meet the criteria above and would like to find out more in confidence, please do not hesitate to contact Antonia Mihaylova at Search Financial Services on (phone number removed). Alternatively, I can also be contacted via LinkedIn.

If this role isn’t for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Reference: 210217884

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