Financial Planning Administrator

Reed Insurance
20000.00 GBP Annual
10 Aug 2017
16 Aug 2017
Job Type
Contract Type
I am recruiting on behalf of a National Advice firm in Warwickshire who are seeking a Financial Planning Administrator to join their friendly team. You will be working closely with the Client Service Manager of the firm and liaising daily with the firm's Consultants.

Your main duties will be to Participate in team meetings, providing feedback on providers' service, identifying any discrepancies that have arisen, comply with Money Laundering procedures, process new business through to submission, chase product providers, conduct pipeline reviews for Consultants, liaise with clients over the phone and in the absence of the Client Service Manager, help with the general running of the office.

Ideally, you will have experience working within an IFA environment, a Provider or any other relevant Financial Services related firm where you have dealt with Financial Products.

In return, the right person will receive a salary of between GBP20-24k, with the opportunity to further your career with taking industry related exams, 2x DIS, Company Pension and 23 days holiday, not including bank holidays.

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