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Taunton, Somerset
Administrative assistant
Financial Planning Administrator

Financial Planning Administrator

Resource Matters Ltd

Posted 2 days ago, valid for a month

Taunton, Somerset TA4 1BY, England

Full Time

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Sonic Summary

Our client is a progressive IFA / Wealth Management company seeking a Financial Planning Administrator in Taunton.
The role involves collaborating with Financial Advisers to process business and provide comprehensive administrative support.
Candidates should have at least 3 years of administration experience in the Financial Planning process, though those with less experience may still be considered.
Familiarity with Intelligent Office is preferred, and candidates must be within a commutable distance to Taunton.
The position offers a competitive salary along with additional employee benefits.

Our client is a progressive IFA / Wealth Management company, looking for a Financial Planning Administrator to join their team in Taunton.

You will be required to work in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with administrative processes.

This can include, but is not limited to Client Reviews, processing of new business, preparation of compliance/ provider documentation, fund switches, plan withdrawals, obtaining fund values from providers, answering client queries etc.The Candidate will need: -

Administration experience of the Financial Planning process Preferably 3 years’ experience (If less we can consider)

Experience of Intelligent Office

Commutable distance to Taunton

In return

There’s an attractive package on offer including a competitive salary plus employee benefits

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