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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