Financial Planning Administrator - Leamington Spa

Leamington Spa
16000.00 - 20000.00 GBP Annual + Negotiable
09 Nov 2016
06 Dec 2016
Contract Type
Full Time
An excellent opportunity for an experienced Financial Planning Administrator to join a well-established reputable IFA practice in Leamington Spa, on a permanent basis.

Main Duties:
A fantastic opportunity has arisen for an experienced Financial Planning Administrator to join a firm of Independent Financial Advisers based in Leamington Spa.

Key Accountabilities will be as follows:

• Requesting quotes and comparisons as requested by advisers
• Retrieving policy information from providers via phone or websites.
• Submitting new business and processing transactions on provider wrap platforms and ensuring a healthy cash balance is maintained.
• Compiling invoices, monitoring and reconciling commission / fee payments from clients.
• Ordering and maintaining stationery and equipment supplies.
• Liaising with product providers as and when necessary.
• Assisting advisers to provide all required information to Paraplanner to create suitability reports.
• Attending meetings as and when required.
• Maintaining a computerised customer database.
• Typing and word-processing various documents and electronic information.
• Creation of financial reports using spreadsheets.
• Working as part of a team alongside the firm's advisers to provide clients with a professional ongoing financial planning experience.
• Handling telephone and email enquiries.
• Arranging meetings, booking appointments and general diary management.
• General office duties including filing, shredding, photocopying and binding.

Key Skills:
Previous experience providing technical support to IFAs is preferred as is exposure to investments, pension and protection business in an independent and regulated environment. Excellent communication skills, verbal and numerical ability are a must as is a keen eye for detail. Progress towards financial planning qualifications is preferred and a keenness. Experience using Intelliflo, will put candidates at a distinct advantage.

A fantastic opportunity for an already experienced Financial Planning Administrator has arisen to join a supportive and expanding IFA practice in Leamington Spa.

Jenny Brophy
Financial Services Specialist
Morris Jones Consulting

For further information or to apply, please send your cv and a cover note to jenny . . co . uk