Financial Planning Administrator

The Company and Offering

A new opportunity has arisen for a Financial Planning Administrator to join a well-established firm of Financial Planners in their Chesterfield office.

On offer will be a competitive salary, benefits package and study support.

This award-winning business have created a unique environment where employee well-being is a top priority. The leadership team want every team member to feel supported, engaged and interested in their role and happy in the workplace. They offer a healthy work life balance with a flexi- time working option.

Duties

This role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners.

• You will be involved in looking after both new and existing business, but more of a focus on the latter.
• Obtaining illustrations on new business.
• Collating portfolio valuation reports.
• Management of the client review process.
• Accessing provider platforms to obtain crucial information
• Processing business accurately and in a timely fashion in line with compliance guidelines.
• Document preparation, scanning and data input as required.
• Daily use of Intelligent Office IT system.
• Diary management and other ad hoc tasks as required by the advisers.
• Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required.

To apply

For further information or to apply, please send your CV to jenny @ tempestjones . com

NB: Salary offered will depend on level of qualification and also level of experience in an equivalent role.