Financial Planning Administrator - Birmingham, United Kingdom - MB Fitzgerald

MB Fitzgerald

Verified Company

Birmingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Planning Administrator - Birmingham - Salary to £28,000 plus Bonus and Benefiits (potentially negotiable)**MBF are currently working with a well established, national Wealth Management Organisation who are currently in the market to recruit a Financial planning Administrator to join their growing team.

The role:

The role will be working in a busy team, supporting the company's Financial Planner's. You will also act as a first point of contact for clients.
The team is friendly and have a great working environment. They work closely together with the Paraplanners, having regular meetings and social activities which helps with their strong team ethic.
Activities include; Processing new business, LOA's, preparing meeting packs, liaising with providers and clients, maintaining records on client database

Requirements:

To be considered you must have previous experience within a similar role, you will ideally have worked as an Administrator or PA within a Financial Planning/Wealth Management practice.
You must have extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
Experience of delivering accurate, relevant and timely information
Those with experience of Investment wrap platforms and Intelligent Office would have an advantage

On Offer:

The client can offer a competitive basic salary up to £28,000
Discretionary annual Bonus
Benefits include; Pension contribution, DIS, etc
They offer a supportive working environment and first class training, you will be supported with any relevant professional exams you wish to take and there will be plenty of opportunities for progression.
Working hours to 5pm, 37.5/ week