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Thomas George Selection
,
Sutton Coldfield, West Midlands
Financial Planning Administrator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Financial Planning Administrator - Sutton Coldfield An opportunity has available with a well-regarded Financial Planning and Wealth Management business in Sutton Coldfield. This established practice has an excellent reputation for providing a friendly and progressive setting. - They are currently seeking an experienced Administrator who will support a team of financial advisers and paraplanners with back office duties. - Financial Planning Administrator - Duties will include; Providing support and administration duties for financial planners and technical team Prepare adviser and client correspondence Obtaining illustrations & valuations New Business preparation Client meeting preparation Liaising with external stakeholders General PA/ admin duties when required - Financial Planning Administrator - Candidate requirements The ideal candidate will offer industry experience gained in a similar role. Knowledge of financial services and financial planning is preferred. Professional, organised with excellent communication skills are required. Ability to work to deadlines High levels of attention to detail