Type of Position: Financial Administrator - Bolney
Pay:
£25k - £30k Our client is looking for a Financial Planning Administrator to assist their busy practice in Bolney. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. You will be: Keeping close contact between clients and colleagues Retrieving new and historic information about individual clients Holding records of every communication with colleagues, clients, and third parties Working alongside financial advisers to obtain information for creating financial reports Assessing objectives for individual clients to target necessary solutions Creating and presenting suitability letters to financial advisers, focusing on company policy and regulations Supporting additional needs of financial advisers by acquiring information on business processes, tax, and other beneficial fields Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority Keeping up to date with developments in the world of finance to benefit client needs This is a great opportunity to join a growing established practice and work alongside a team of professionals.
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Pay:
£25k - £30k Our client is looking for a Financial Planning Administrator to assist their busy practice in Bolney. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. You will be: Keeping close contact between clients and colleagues Retrieving new and historic information about individual clients Holding records of every communication with colleagues, clients, and third parties Working alongside financial advisers to obtain information for creating financial reports Assessing objectives for individual clients to target necessary solutions Creating and presenting suitability letters to financial advisers, focusing on company policy and regulations Supporting additional needs of financial advisers by acquiring information on business processes, tax, and other beneficial fields Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority Keeping up to date with developments in the world of finance to benefit client needs This is a great opportunity to join a growing established practice and work alongside a team of professionals.
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