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.