Financial Planning Technical Administrator

18000.00 - 21000.00 GBP Annual + DOE (+quarterly bonus)
09 Nov 2016
06 Dec 2016
Contract Type
Full Time
Financial Planning Technical Administrator
Are you an experienced administrator with a financial background? Would you like a long term administration career? This is an excellent opportunity to work with a great team in a friendly environment.
Based in Trowbridge our client is looking for a new member to join their busy team as a Financial Planning Technical Administrator.
The successful candidate will work within the administration department coordinated by the Client Services Manager and will be trained in this position over three months. After this they will be expected to work in multiple roles within the department, so as to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable.

Roles and Responsibilities:
To assemble and organise client policy information at the necessary points in a client journey, in order to support the role of the Paraplanners and Advisors.
*Correspond with policy providers on behalf of the client
*Correspond and be a general liaison with the client
*Submit any new business on behalf of the client
*Facilitate the annual review process of our clients
*Process new client information in preparation for their first report meeting
*Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance.
*Basic admin duties
Skills & Experience Required:
Experience in an administrative role is crucial
Administration within a financial sector is preferred.
Excellent IT skills in MS Word & Excel
The ability to work under pressure to deadlines.
An excellent telephone manner and customer service skills.
To be able to demonstrate high inter-personnel and organisation attributes and be ready to support the rapid growth of this dynamic financial planning practice.

Hours of Work: Monday to Friday 9am to 5pm
Salary: Between GBP18k - GBP21k - Depending on experience (plus quarterly bonus)

If you have all the required skills and you would like to be considered for this role, please send your current CV or call Bee for more information.

Simple Recruitment (South West) Ltd is acting as an Employment Agency where this vacancy is concerned