Back to search
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.
By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
