Job Description
Our client is looking for an experienced financial planning administrator in Marlow to provide administrative and client servicing support to the team, which consists of both Financial Advisers and Paraplanners. Some of the day to day responsibilities will include:
* Liaising with clients, product providers and other 3rd parties
* Preparing documentation, including valuations, for client meetings
* Obtaining illustrations/quotations, product literature and fund/transfer values from product providers and other 3rd parties
* Sending information requests to providers, and managing these through to receipt of information
You must have experience providing financial planning administration support to independent financial advisers and ideally hold or be working towards CII qualifications.
Basic salary to £42,000 benefits + generous bonus scheme.