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Location:
York
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Sector:
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Job type:
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Salary:
£22000 - £28000 per annum + benefits, exam support, training, parking
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Contact:
David Elders
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Contact email:
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Job ref:
BBBH89581_1655992519
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Expiry date:
2022-07-23
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Start date:
ASAP
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Consultant:
David Elders
Financial Planning Administrator
York (outskirts)
Up to £28,000 + excellent benefits package, bonus, exam support
An Independent Financial Adviser organisation in York are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.
Experience in a Financial Services environment is essential and in return you can receive an excellent salary and benefits package including bonus and genuine career progression.
The successful candidate will:
* Have at least 1 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
* Detailed and working knowledge of regulatory requirements.
* Experience and knowledge of investments, pension plans and other financial products.
* Strong IT skills; basic MS Office package.
* Excellent organisational and communication skills.
* Strong numeracy skills.
The main duties of this role include:
* Liaising with clients, fund managers, solicitors and accountants daily.
* Processing and monitoring complex business.
* Completing FCA compliant transactions.
* Obtaining information from fund managers.
* Sending letters of authority.
* Working closely with advisers.
Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.
