Senior Financial Planning Administrator
Salary up to £25,000
My client is one of the largest senior partner practices of St. James’s Place. Due to the continued success and the resulting expansion of business; in preparation of our new office development they are looking to recruit an enthusiastic, adaptable and highly organised Technical Administrator who has an eye for detail to join our existing team.
Conduct research and prepare individual client files
Writing of suitability reports
Identifying any potential issues and addressing them
Ensure that all case administration is completed within the regulatory timescales and is compliant
Collation of paperwork in preparation for business submission
Liaise with clients and external providers to obtain any information required to complete tasks.
Ensuring team become aware of issues which might affect clients and schemes.
Ensuring work flows smoothly and is kept up to date.
Ensure any issues are reported to Office Manager
File maintenance (Electronic & Paper) and new campaign set up
You will have been working in regulated Financial Services for at least two years, in a similar role and have good all round knowledge of the industry, particularly pensions and investments. It would be preferred that you have obtained or are working towards industry qualifications, have a strong working knowledge of Microsoft Office and excellent written and verbal communication skills.
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.