Financial Planning Administrator
Financial Planning Department
Moore and Smalley - Preston
Full Time (35 hours per week)
Competitive salary (dependent on skills and experience)
Benefits package (after qualifying period)
Supporting our Client
Services Team (Financial Planning) the principal duties of this role will include:
- Producing client valuations
- Obtaining illustrations and quotations
- Scheduling appointments and meetings
- Preparing documentation
- Database management
- Dealing with telephone calls from clients and product providers
- General department administration and filing duties
The
successful applicant will need to be able to plan and prioritise their own
workload, be able to communicate with colleagues and clients in a professional
manner and be a good team worker.
To
be considered for this position, applicants will need to have:
- Previous experience of working as a financial planning administrator, ideally within an IFA practice and be highly numerate
- A good working knowledge of Microsoft Word and Excel
- Good communications skills (written and verbal)
- High standards with regard to quality of output
- A commitment to ongoing learning and self-development
Our ideal candidate will possess a genuine interest in progressing in
the Financial Services sector and have a good standard of education.
We are looking to recruit as soon as possible and will make an appointment as soon as a suitable candidate is found.
We are looking to recruit as soon as possible and will make an appointment as soon as a suitable candidate is found.
Financial Planning Administrator