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Financial Planning Administrator

Job description

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove.

Within this small practice the Advisors have a team of support specialists who assist with the general day to day administration for the Advisors. This includes submitting new business onto various back office systems, creating documentation for clients, preparing meeting packs for client appointments, dealing with basic queries over the phone or on email, filing, data handling and various other ad-hoc tasks.

This is an excellent opportunity for someone who is genuinely interested in forging a career in the financial advice industry. You will learn on the job with excellent training, develop a strong understanding of the advice process and develop knowledge of various products including investments, pensions and protection. You will also be fully supported to study for an sit relevant industry exams that will help develop your career.

This role is ideal for someone new in the industry and would suit someone with administrative experience from a different professional services sector or perhaps a college or university graduate. The role is based in Horsham and is office based so you must be able to get to the offices on a daily basis.

If you are keen and would like to hear more then please apply.

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