Financial Planning Administrator - Stoke-on-Trent, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Stoke-on-Trent, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Financial Planning Administrator

Location:
Stoke-on-Trent

Salary:
£27,000 - £30,000

The Company:

The opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals.

Their friendly and helpful approach is highlighted by their outstanding client retention rate.

With over 1 billion Assets Under Management this company is really taking a positive step within wealth management and is an excellent time for someone looking to join an expanding business.

They are looking for an enthusiastic, hardworking Administrator to join their growing team in Stoke-on-Trent and to provide excellent back office support to their team of experienced advisers.

Development is very important to them so they are able to offer full exam support as well as other benefits such as additional bonus's.

Responsibilities:

Processing new business
Issuing and chasing Letters of Authority
Updating back office systems with relevant client information
Calling and chasing third party providers
Creating client meeting packs

The Required Skills:

Willingness to develop knowledge of the industry
Organised and hard working
Previous experience working in a within Financial Services (Financial Planning experience desirable)
Proficient using Microsoft Office and other back office systems