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Financial Planning Administrator

2019-08-05 16:18:162019-09-02 Cavendish Maine
Job Type Permanent Full Time
Location Weston-super-Mare
Area South West, UK Weston-super-Mare
Sector Financial ServicesOffice Support
Salary £18,000 - £21,000
Start Date
Advertiser Karen Cummins
Job Ref KC/22174
Job Views 94
Description
Job Description:
As an IFA Administrator you will join a team of administrators and will be jointly responsible for creating client files, processing LOAs, communicating with product providers to gain client policy information, processing new business applications, processing fund switches and preparing valuation reports.

About the Company:
One of the UK’s largest business advisory firms are looking to add to their Financial Planning team. With over 150 years’ experience in the industry, this is a great opportunity for an Administrator to get their foot in the door and progress with a forward-thinking business.
 
Key Skills/Experience Required:
  • Previous experience within Financial Services.
  • Experience using Intelligent Office preferred.
  • Good communication skills.
  • Proficient with computer systems, including Microsoft Office.
 
Contact: Karen Cummins
 
Job Reference: KC/22174
 
Candidate care:
By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.
If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies.  If you do not want us to do this, please call us to advise.
In the meantime, we would like to thank you for your interest in Cavendish Maine.
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