Financial Planning Administrator - York, United Kingdom - Search Consultancy

Search Consultancy
Search Consultancy
Verified Company
York, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Financial Planning Administrator
York (outskirts)
Up to £30,000 + 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.


  • 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.
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