Search for a job

This job was posted more than 40 days ago...

Financial Planning Administrator

Permanent  for Search Consultancy in Solihull

Financial Services Administrator West Midlands/Warwickshire£19,000 – £22,000An excellent opportunity has arisen to join a successful firm of independent financial advisers with presence across the whole of the UK due to an internal promotion. We are looking for an experienced Financial Planning Administrator who has the ability to work well under pressure and demonstrates a friendly but professional attitude.In return, you will receive a competitive salary and benefits package as well as the opportunity to broaden your skills and experience further within an established company. My client will also provide full study support for the relevant industry qualifications, such as Certificate in Financial Planning, but any progress already made towards these will be advantageous.The key duties and responsibilities associated with this role include:* Audio-typing client reports* Writing bespoke letters to clients* Diary management for Advisers* Extensive use of WRAP platforms* Processing new business, obtaining quotes, producing illustrations and client valuations* Ensuring adherence to FCA guidelines at all times* Liaising with clients, providers and IFAsSkills and Experience:* Previous experience in a regulated Financial Services business* Highly IT literate with extensive working knowledge of Microsoft Office systems* Highly organised with excellent time management skills* Excellent attention to detail with a high level of accuracy* Excellent communication skillsIf you meet the criteria above and for further information, please contact Antonia Mihaylova at Search Financial Services on 0121 275 0041 or send your most recent CV to antonia.mihaylova@search.co.uk.

Job added on 30-06-2014