Financial Planning Administrator

Appointments Personnel

Job Detail

Posted
Job ID JOB-8344
Job Role Financial Planning Administrator
Role Type Permanent
Location Stoke on Trent
Salary 25000 - 30000 per Annum
Sector Financial Services

Financial Planning Administrator

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Our client has an exciting opportunity for a Financial Planning Administrator to join their successful and growing team in Stoke on rent on a permanent basis. Ensuring you provide a robust administration function to the team in an efficient and timely manner as part of your daily responsibility is essential. Within this role you will need to provide support to senior colleagues with various tasks to ensure smooth running of the team and for their clients.

Salary: £25,000 – £30,000 DOE

Responsibilities Include:

  • Receiving and acting on instructions from account managers following client meetings
  • Preparing client files and documentation for account managers meetings
  • Preparing and processing new business in an accurate and timely matter
  • Liaising with clients and product providers on outstanding documents and queries
  • Processing pension documentation
  • Ensuring client details and reviews are recorded correctly on systems
  • General record keeping and electronic filing
  • Taking meeting notes
  • Dealing with 3rd party companies in relation to financial products

Required skills

  • Previous administration experience within financial services is essential
  • Knowledge of financial products including pensions
  • Knowledge of MS Word/Excel/Outlook preferred
  • Good attention to detail
  • Clear and concise communication skills
  • Ability to meet deadlines/work within restricted timescales
  • Ability to work on own initiative

 

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Financial Planning Administrator

Lucy Cartlidge

Consultant Lucy Cartlidge
Contact No 01782 338787
linkedIn profile click here
 
 
 
 

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