Administrator

TITLE: Financial Planning Administrator

JOB REF: 11178

EMPLOYMENT TYPE: Permanent  

LOCATION: Loughborough

SALARY: Up to £29,000 per annum

HOURS:Full time, Mon to Fri, 37.5 hrs per week

COMPANY BENEFITS: Generous hols, flex working, enhanced pension

JR Personnel are an employment agency acting on behalf of a client who is looking for an experienced Financial Planning Administrator. This role is instrumental to the team as you will be required to manage your own bank of clients.

Why join this client: This company prides itself on being a great place to work. They are focused on professionalism, personal growth and rewards excellence.

The Company: A well established and respected company in their industry.

The Office and Culture: Friendly and welcoming offices within the town centre. The company’s core values were developed by their entire team and guide them to strive to be the very best they can be.

Career Prospects: As a business, they work with their staff to help them develop in their careers and offer funding and support for professional development.

ROLE PROFILE:       

• Building and managing client relationships
• Gathering and maintaining client information
• Administration and recommendation of clients’ financial plans
• Anti-money laundering checks
• Booking progress review meetings
• Maintain accurate and up to date records

PERSON PROFILE:

• Willingness to learn and grow
• Ability to work independently and as part of a team
• Excellent communication skills and passion for customer service

ESSENTIAL CRITERIA:

• 3 years’ experience working within wealth management
• Up to date knowledge of regulatory codes of practice
• Fully competent in MS Office
• Working knowledge of financial planning systems would be advantageous

Due to the number of responses generated, we are unable to get back to every applicant.  If you have not heard from us within 7 days you have not been successful on this occasion.