We are currently recruiting for a dynamic financial planning practice based in London who are looking to recruit a Financial Planning Administrator to join their team.
PURPOSE OF ROLE
To provide high-quality administration support within a team, building a relationship with clients whilst delivering a level of service which exceeds expectations. To ensure complete and accurate records are maintained of all client dealings. Ensuring the companies procedures and compliance standards are met and maintained.
ROLE AND RESPONSIBILITIES
QUALIFICATIONS AND EDUCATION REQUIREMENTS
12 months previous experience in Financial Services role. Good foundation knowledge of advice process and products. Studies towards CII exams preferable but not essential.
IT competent with knowledge of Intelligent Office an advantage.
PREFERRED SKILLS
Highly organised, a competent administrator with a positive attitude and enthusiastic nature. High personal standards to deliver quality support to both the team and clients. Evidence of previous administration skills such as organisation, prioritisation, and ability to work under pressure. Confidentiality is key, thoroughness and attention to detail, effective communication, and confidence to question and work with teams and advisers. The role would suit a results-driven, analytical, and tenacious individual who is keen to develop a career in Financial Services.
INCENTIVES
Career progression, increased earning potential, company benefits, sociable and professional working environment.
Financial Planning Administrator • London, GB
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