Financial Planning Administrator, Swindon, Wiltshire
Location: Swindon, Wiltshire
Salary: £22,000 - £25,000
Type: Permanent
Category: Administration, support & operational
Ref: SW/2532
Are you looking for a Financial Planning Administrator position within a truly friendly & supportive well-established financial planning business? A firm, based in Swindon, that prides itself on its strong staff retention and encourages its team members to be the best they can be through ongoing professional development.
This is a full-time, mainly office-based position (possibility for one day a week from home) offering a salary range of £22,000 - £25,000 pa plus pension, healthcare, study support, 20 days holiday plus extra days for office closure at Christmas time and free parking.
Your key areas of responsibility will include:
- Preparing relevant paperwork for client meetings.
- Submitting online applications.
- Processing Business and submitting to providers
- Answering the phone and dealing with client questions that are not advice based in a timely manner.
- Collating research for a recommendation.
- Using quotation systems for Mortgage, Protection, and Investment products.
- Provide template suitability letters for the adviser to complete.
- Maintain and update information held on the company’s back-office system.
- Sending client authorities to Providers and chasing the required information
- Liaise with clients, both verbally and in writing
- O&M Research
- Buy / Sell upon client / adviser instruction
- Checking cash balance reports
- Liaise with Providers
- Handling of Deaths – Wills/Executors etc
- Producing MI reports as requested by the adviser
We’re looking for someone who is experienced in financial services administration, within an IFA/Financial Planning environment; however, applications are also welcome from those in a Provider/Platform company who wish to move into a financial planning business.
Next steps:
If this interests you and you’d like to find out more, please apply now or call Jess Wood on 0117 962 5005; we can then discuss your career aspirations in more detail and ascertain if this is an opportunity you'd like to explore further. A full job description will be provided.
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