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Thomas George Selection
,
Leicester, Leicestershire
Financial Planning Administrator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Financial Planning Administrator - Leicestershire A firm of Financial Advisers with an excellent reputation has an opportunity for an experienced Financial Planning Administrator at their offices in Leicestershire. - This role will support Financial Advisers providing financial and wealth planning across investment, estate and retirement planning. - Financial Planning Administrator - The main duties of this role include; Providing support and administration Supporting new and existing that includes investments and pensions Preparing documentation for client meetings Submitting business Responding to client enquiries Liaising with providers and third parties Updating systems - Financial Planning Administrator - Candidate requirements; The ideal candidate will offer skills supporting IFA’s, Financial Planners or Financial Advisers They will be able to work towards deadlines and prioritise workloads Be professional, organised and offer good communications skills both written & verbal Industry qualifications are desirable but not essential