Financial Planning Administrator
Financial Planning AdministratorPenrith£17,000 – £20,000 + benefits and potential to earn bonusMy client, a Financial Planning practice with outstanding reparation based in Penrith, are seeking to appoint an experienced IFA Administrator. This is an opportunity to join a prestigious organisation, which will accommodate your career progression aspiration and will provide full support for your industry qualification studies – CF, R or J papers through the CII. Working alongside one of the company’s top performing IFAs, the successful candidate will be responsible for:* Processing new business from submission through to completion* Adherence to compliance procedures and requirements* Liaising with clients, providers and 3rd parties* Conducting product research* Compiling suitability letters* Maintaining Adviser Office back office system* Maintain professional relationships and high level of client serviceAll applicants must have working knowledge of the regulated financial services products i.e. pensions, investments, protection, mortgages; and would ideally have or be working towards Certificate In Financial Planning.If you meet the criteria above and for further information, please contact Antonia Mihaylova at Search Financial Services on 0161 835 8318, or send you most recent CV directly to firstname.lastname@example.org.