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10/05/2024
Type of Position: Financial Administrator - Burgess Hill
Pay: £30k
Financial Administrator - Burgess Hill
Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Burgess Hill. 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 verbal, written or electronic communication with colleagues, clients and third parties Working alongside financial advisers to obtain information as part of the process of creating financial reports Assessing objectives for individual clients to target the necessary solution Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority Keeping a up to date with any developments in the world of finance to benefit the needs of clients.
This is a great opportunity to join a growing established practice and work alongside a team of professionals. If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
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Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Burgess Hill. 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 verbal, written or electronic communication with colleagues, clients and third parties Working alongside financial advisers to obtain information as part of the process of creating financial reports Assessing objectives for individual clients to target the necessary solution Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority Keeping a up to date with any developments in the world of finance to benefit the needs of clients.
This is a great opportunity to join a growing established practice and work alongside a team of professionals. If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
#J-18808-Ljbffr
