Financial Planning Administrator - Chesterfield, United Kingdom - Tempest Jones

Tempest Jones
Tempest Jones
Verified Company
Chesterfield, United Kingdom

4 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
The Role

The role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners.

Training will be provided.

Key duties:

  • You will be involved in looking after both new and existing business.
  • Obtaining illustrations on new business.
  • Collating portfolio valuation reports.
  • Accessing provider platforms to obtain crucial information
  • Processing business accurately and in a timely fashion in line with compliance guidelines.
  • Document preparation, scanning and data input as required.
  • Diary management and other ad hoc tasks as required by the advisers.
  • Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required.
  • Working in a friendly team environment working towards common goals.

To apply:

NB:
Salary offered will depend on level of qualification and also level of experience in an equivalent role.
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