Your newpany
My client, a leading financial planning organisation, is seeking a professional financial planning administrator to join their team on a permanent basis.
Working from contemporary offices based in Crosby and joining a supportive and friendly team, this is an opportunity not to be missed.
Your new role
The position is being offered full-time, Monday to Friday, with a hybrid model in place once you have passed probation. Working from home one day per week.
The role of the Financial Planning Administrator is to assist in providing administrative and technical support to the business.
Some of your duties will include but not limited to.
Contributing to the smooth running of the administrative function within the business
Promoting the profile of the business within the profession and widermunities
New and existing clientmunications and queries
Supporting the dealing with new enquiries and prospects
Supporting the dealing with existing client enquiries
Supporting the paraplanners in research and analysis to meet client needs and objectives
Supporting the paraplanner in the processing of new business
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
What you'll need to succeed
Minimum 3 years of experience in a financial planning firm
Strongmunication skills, both written and verbal
Professional and personable
Quick to pick things up
Excellent attention to detail
What you'll get in return
petitive salary at between £28,000 to £32,000 depending on experience
25 days holiday plus bank holidays Birthday off Cycle to work scheme 10 x death in service PMIPension 5%