Job Description
Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment
The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills.
Duties for this role will include:
* Oversight of administration workflows
* Confidence in speaking with a wide variety of clients and providers
* Group pension & protection scheme experience
* Working with team to develop proposals that meets client’s needs and concerns
* General Admin and Compliance checks - new and existing business
* Database administration, maintenance and consolidation
* Sticking to deadlines
You will have:
* Organised with the ability to multi-task.
* Can do attitude
* Working knowledge of the regulated Financial Services Industry
* Previously worked in a Financial Services admin role so have some familiarity with the terms used.
* Highly competent user of Microsoft Word, Excel & Outlook, experience with Intelligent Office would be an advantage
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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