Job Information

Our Client a firm of FInancial Advisors in Torquay requires an experienced Administrator to Support the Paraplanner.

Skills:

• Strong administrative skills
• Excellent written and verbal communication skills
• Ideally financial planning qualifications (such as FPC or certificate level exams) oras a minimum studying for this but not essentail
• 1 years minimum IFA industry experience
• Good general knowledge of all investment, life and pensions products and legislation
• Strong communication skills with providers, clients and within the company
• Handling client queries in relation to administration
• Being proactive with regard to industry changes and ensuring team complies with FCA and internal compliance procedures ensuring client information and files remain compliant.
• Computer literacy(ideally with experience of Intelligent Office or 1st an advantage but this can be taught)
• Typing skills
• Ensuring all correspondence and documents are checked for accuracy prior to issue to ensure excellent client service

This is an excellent opportunity and there is support given if progression is your goal.

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