Financial Planning Administrator
Epsom, ENG, GB, United Kingdom
Job Description
A new and exciting opportunity has come about for an experienced administrator OR ambitious individual who is looking to work in the Investments & financial Planning sector.
You will be working alongside an experienced & positive advisory team with plenty of support to develop your career within the business if you are looking for a varied and exciting administrative support role.
The role
To produce client portfolio valuations from various investment providers
To produce all quotations, application forms and fund fact sheets for the Advisor's prior to client meetings
To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
To produce Letters of Authority for new clients to service policies
To produce any Letters/Forms required for switches, encashments etc.
Ensure compliance requirements are met on all new business cases
Weekly chasing of all new business cases
Weekly chasing of all existing business enquiries
To apply you need
Ideally someone who has had exposure to the financial services sector, ideally Investments, but we will consider all areas of financial as we know most areas are transferable in skills.
IT literate
Numerate and literate with some knowledge various administrative process ideally Investments or financial.
Proven ability to demonstrate precise attention to detail.
Experienced in managing and prioritising own workload.
Experience of MS Office inc. Excel, Word, Outlook and Teams.
Excellent interpersonal skills.
Excellent organisational and planning skills with the ability to multi-task.
Job Type: Full-time
Pay: 24,420.00-31,000.00 per year
Benefits:
Additional leave Company pension Life insurance
Work Location: In person
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Job Detail
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Job IdJD4403887
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusFull Time
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Job LocationEpsom, ENG, GB, United Kingdom
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EducationNot mentioned