Financial Planning Administrator

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Financial Planning Administrator

Salary: £20,000 - £25,000

We are working with a Chester City Centre based Financial Planning Practice that are only a short walk from Chester train station.

This Financial Planning Administrator job opportunity is full time with the long term opportunity to develop your career.

You will be working within a small Financial Planning team that includes Financial Advisors, Paraplanner & Financial Planning Administrators.

Your role will involve:

  • Processing new business.
  • Responsible for the administrative support to the Financial Advisors.
  • Work with product providers for client paperwork.
  • Use online platforms such as Aviva, Standard Life plus many more.
  • Manage commission checking and invoices.
  • Ad hoc project work.

What I like about this Financial Planning firm is that you will be given the opportunity to study towards the Diploma in Financial Planning.

This Financial Planning role offers more duties & responsibilities which I would love to discuss in more detail.

Requirements for this role:

  • Worked within a Financial Planning Practice is essential
  • If you have worked with product provider platforms that would be ideal.
  • Currently or previously worked with Pensions or Investment administration.

If you would like to discuss this financial planning job opportunity, please click to apply with your cv please.

Philip Gordon – Specialist Financial Services Recruiter

 

 

 

 

Permanent
23 November 2021
Financial Planning
IFA Administrator
Cheshire, Chester
£20,000 - £25,000