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Thomas George Selection
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Nuneaton, Warwickshire
Financial Planning Administrator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Financial Planning Administrator- Nuneaton A Financial planning and wealth management firm are seeking a Financial Planning Administrator to join their back office team. This positionwill support a team of Financial Advisers specialising in retirement and investment planning. Financial Planning Administrator - The role Providing support and administrative duties for IFA / Financial Consultants / Financial Planners Supporting new and existing business including investments and pensions Obtaining quotes & valuations Preparing documentation for client meetings Submitting business Responding to client enquiries Liaising with providers and third party stakeholders Updating back office systems - Financial Planning Administrator - Candidate requirements; Skills gained providing admin support to IFA’s / Financial Consultants / Financial Planners Be able to work towards deadlines and prioritise workloads Be professional, organised and offer good communications skills both written & verbal - This is an great opportunity to join a well-regarded regional firm where support is on hand for further development and progression. - We will be in touch if your application has been successful within 3 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion. Your details may be retained in connection with future opportunities.