Financial Planning Administrator - Part Time, 3 Days a week
Location: Sutton Coldfield
Salary: ?20,000 -?25,000 Pro Rata
Our Client are a very well established firm of independent Financial Planners who have a large presence throughout the Midlands, who now have an exciting opportunity for a Financial Planning Administrator to join their dynamic organisation based in Sutton Coldfield.
This is an excellent opportunity for a high calibre individual who looking to secure a part time opportunity with boutique firm of Financial Planners.
The successful candidate will be working on a direct one-to-one basis with the Director and you will be responsible for providing Administrative & Technical support,
Duties will consist of;
\" Arrange meetings / scheduling Client meetings
\" Update and maintain the firm\'s diary system.
\" Submitting new Business.
\" Liaising with product providers
\" Maintain a computerised customer database.
\" Create financial reports using spreadsheets.
\" Manage, organise and update relevant data using database applications.
\" Prepare client files for adviser/client meetings
\" Liaising with professional bodies such as FCA, Solicitors, Accountants
The successful candidate will need to have previous experience working within the industry and you will have strong product knowledge on the Pensions and Investment\'s side
Strong communication skills and attention to detail are skills you will need to be able to demonstrate in order to be considered.
For more information please contact one our specialist consultants quoting REF: NJR9718