Core duties and responsibilities:
Carry out all administration duties to fully support Financial Planners
Obtain valuations, information and product details for analysis
Liaise with product providers and other third parties
Process new business, withdrawals, fund Switches and follow through to completion, working closely with the Paraplanner
Deal effectively with queries from clients and other parties
Book in annual review meetings with clients and manage a Financial Planner's diary
Make up and maintain compliant files
To comply with the principles of Treating Customers Fairly in all aspects of the role of Administrator

Key Skills:

Understanding of the Financial Planning process
Able to work within defined business processes
Ability to achieve agreed outcomes without supervision
Prioritise and plan your own workload
Detailed and accurate
Articulate
Excellent interpersonal skills, both written and verbal
Ability to multitask and prioritise effectively
Good IT skills
Ability to work independently and in a team
Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
Xplan is our back-office system

Fully office based
Mon to Fri 37.5 hours
£28,000 - £33,000 DOE
Great benefits; parking on site, 25 days annual leave plus b/h

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

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