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CAPIO RECRUITMENT LIMITED
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Cheltenham, Gloucestershire
Financial Planning Administrator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Job Title: Financial Planning Administrator Location: Cheltenham Salary: £20,000 - £24,000 The Company: A Specialist Financial Planning firm who offer advice across Pensions, Investments, Tax Planning, Mortgages and Protection are looking to add to their back-office team. This firm have strong professional connections with a National partner that provides a steady lead source as well as having multiple offices themselves. They are a growing firm with a good reputation, and this would present an excellent opportunity for someone to continue to grow and develop within a well-established business. The Role: Due to ongoing success and increased demand from clients for advice in the South West, this firm is looking to add a new administrator to the team who they can assist the paraplanners and advisors at the firm with a range of pensions, investments and protection cases for a holistic Financial Planning firm. You will be an important part of the team working within the administrative function and dealing with the firm’s clientele to help obtain valuations, process new business and liaise with product providers also. Due to the fast-paced nature of the role, this would suit someone who likes being busy and a challenging environment. The Required Skills: Experience of working within a Financial Service Firm, and preferably a financial planning firm CF1, R01 or equivalent would be desirable Personable professional who is comfortable dealing with clients both written and verbally Ability to work well under pressure and meet deadlines. An understand and working knowledge around pensions, investments, the FCA and how a Financial services firm operates If you are interested in hearing more about this position, please get in touch with us at Capio.