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Financial Planning Administrator

  • Salary: £22000.00 - £25000.00 per annum
  • Location: Leicestershire
  • Sector: Administration, Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Jul 2017
  • Job reference: 3158
Financial Planning Administrator - Loughborough - £25,000

We are partnered with a leading Financial Planning practice who have an opportunity for an individual to join their team as a Financial Planning Administrator based in Loughborough.

Key functionalists are:

• To provide comprehensive administrative support to the advisers and paraplanners within the team to assist them in the on-going advice process for new and existing clients.
• To produce valuations and process new business for all financial services products.
• To liaise with clients and providers via written and oral communication.
• Updating and maintaining an internal client database.
• Maintain client files to FCA standard.

Skills and Experience Required:

• Confident in using Microsoft Office, Word, Excel, 1st Software.
• Professional attitude and enthusiastic approach to working in a team.
• Good communication and interpersonal skills.
• Must be well organised with good attention to detail.
• Knowledge of technical aspects of financial planning an advantage.
• Ability to maintain good working relationships with colleagues and management.
• Ability to communicate well both orally and in writing with a wide range of people.
• Strong commercial acumen and desire to progress and succeed.
• Must be flexible, willing to work extra hours in order to ensure deadlines are met and able to perform well under pressure.
• Self motivated, well organised and capable of planning and directing in order to ensure that their personal and department goals and objectives are met.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Our clients include: