Job Title:
Financial Planning Administrator
Industry:
Wealth Management
Location:
Poole
Job Reference:
9120
Salary:
Up to £30,000
Job Description:
Recruit UK are proud to be working alongside an Independent Financial Planning firm to bring on a Financial Planning Administrator, to join their friendly team in the Poole office. The firm are proud to offer a client-centric approach, putting clients at the forefront.
Job duties: Provide administrative support to Financial Planners Client liaison Assisting in preparing suitability reports Preparation of meeting packs Annual review packs Drafting letters/emails and sending information to clients in line with the reporting schedule or on an ad-hoc basis as required Maintain active monitoring of client-focused activity on platforms to ensure all actions are completed within required timeframes Liaise with third-party providers Anti money laundering duties Comply with FCA regulations at all times Stay up to date with relevant product, legislative, and technical changes as required What's in it for you?
Salary Up to £30,000 Long term career opportunities and internal progression Cycle to work scheme Birthday off 25 days annual leave plus bank holidays Requirements:
Previous experience working as a wealth management administrator Previous use of CRM systems including X-Plan and Intelligent Office (desirable not essential) Proficient with Microsoft Office Excellent understanding of Financial Planning Attention to detail Ability to work independently and as a team
#J-18808-Ljbffr
Financial Planning Administrator
Industry:
Wealth Management
Location:
Poole
Job Reference:
9120
Salary:
Up to £30,000
Job Description:
Recruit UK are proud to be working alongside an Independent Financial Planning firm to bring on a Financial Planning Administrator, to join their friendly team in the Poole office. The firm are proud to offer a client-centric approach, putting clients at the forefront.
Job duties: Provide administrative support to Financial Planners Client liaison Assisting in preparing suitability reports Preparation of meeting packs Annual review packs Drafting letters/emails and sending information to clients in line with the reporting schedule or on an ad-hoc basis as required Maintain active monitoring of client-focused activity on platforms to ensure all actions are completed within required timeframes Liaise with third-party providers Anti money laundering duties Comply with FCA regulations at all times Stay up to date with relevant product, legislative, and technical changes as required What's in it for you?
Salary Up to £30,000 Long term career opportunities and internal progression Cycle to work scheme Birthday off 25 days annual leave plus bank holidays Requirements:
Previous experience working as a wealth management administrator Previous use of CRM systems including X-Plan and Intelligent Office (desirable not essential) Proficient with Microsoft Office Excellent understanding of Financial Planning Attention to detail Ability to work independently and as a team
#J-18808-Ljbffr
