Financial Planning Administrator - Flexible Hours

Reed Insurance
Sutton Coldfield
£18,000 per annum
07 Aug 2017
31 Aug 2017
Contract Type
Full Time
My client are one of the UK’s biggest provider of Financial Advice, with nearly £80billion funds under management. The firm specialise in offering advice across Pensions, Investments, IHT, Tax Planning, Investments, Protection, Life Policies and they also have a portfolio of Group Pension schemes.

Main duties will include:

-Understanding of the requirements of working within a regulated environment, observant of
FCA/DPA requirements.

-Obtaining accurate client information from existing providers
-Creation and updating of client file to cover the following
-Cataloguing of existing client accounts using the back office system
-Sending of Letters of Authority
-New Business Processing
-Understanding Financial products to critique information received
-Preparing client files for presentation
-Transaction and application fulfilment

Experience required:

-Must have working knowledge of various Financial Products
-Must have previous IFA or Financial Services Administration experience
-Attention to detail
-Great communication skills

Reed Specialist Recruitment Limited is an employment agency and employment business