Job Details
Financial Planning Administrator
Sector:Financial Services
Region : North West England
Location: Sale, Greater Manchester
Salary: £20,000 to £25,000
Job Ref.: RK0933FS
Job Information
Financial Services Administrator Vacancy – Sale - £20,000-£25,000 – 25 Days Holiday + Bank Holidays – Discretionary bonus – Opportunities to progress and for study support
I’m working with a Financial Advisers in Sale and as part of the firm’s continued growth they are looking for an Administrator to work alongside their Paraplanners and Financial Advisers.
The role will involve:
• Taking incoming calls and managing the central mailbox
• Checking incoming case submissions for missing information
• Liaise with IFAs and Schemes to obtain missing information
• Preparing invoices for new cases
• Providing weekly management information and maintaining the database
• Allocating cases and co-ordinating workflow for the Paraplanners and Pension Transfer Specialists
• Maintaining client files in line with company guidelines
• Sending LOAs
• Processing transfer applications
• Proof reading and sending Suitability Report to clients
In return you will receive a competitive remuneration package including:
• Up to £25,000 salary (dependent on qualifications and experience)
• 25 days holiday plus public holidays
• Private Medical Insurance (PMI) after 6 months
• NEST Pension
• Discretionary bonus
• Opportunity to progress / study support
The successful Client Services Administrator will have provided similar support within a Financial Planning company or have good pensions knowledge from being in a SIPP or SSAS provider business previously.
For more information contact Richard on 07852419897 or email
Or apply now!