Employer: Tempest Jones Salary: £24,000 – £28,000 per annum Date Added: 20/02/2024
Financial Planning Administrator
The offering
Salary of up to £28k depending on experience and qualifications Continued professional development 26 days annual leave (plus statutory) Pension scheme, Group Life cover: x4 salary Annual discretionary bonus Medical cash back plan
A fantastic opportunity has arisen to join a successful business currently undergoing a period of growth. This practice specialises in the provision of advice on estate planning, retirement planning, investments, inheritance tax, protection and long term care planning.
This role represents an excellent opportunity to join a progressive firm whose leadership team will invest in you and your professional development. There will be a defined long-term career path and support towards industry qualifications along with training of the highest standard.
Core duties will include but not be limited to:
* Working in a team of experienced administrators providing support to Financial Planners and Paraplanners to ensure clients receive a high level of service. * Dealing with client enquiries. * Obtaining portfolio valuations. * Gathering information for and creation of annual review packs for financial planners. * Diary management, booking in appointments for advisers. * Preparing documentation for client meetings. * Processing new business including pensions, investment and protection cases. * Processing transactions and trade requests on various provider platforms. * Liaising with third parties, working closely with providers, paraplanners and financial planners. * Working with back-office system and data input (experience of Curo Time4Advice would be beneficial) * Reconciling fee payments.
Knowledge & Experience
* Experience in a similar role. * Good understanding of regulated financial products and services including pensions and investments. * Well organised with excellent communication skills. * Desire to succeed and looking for a career not just a next step. * Ideally experience using Curo and Time4Advice however this is not essential.
For further information or to apply, please send your CV to jenny @ tempestjones . com
