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    Financial Planning Administrator Home and Office - Knutsford, Cheshire, United Kingdom - Mcgregor Recruitment.

    Mcgregor Recruitment.
    Mcgregor Recruitment. Knutsford, Cheshire, United Kingdom

    5 days ago

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    Description
    FINANCIAL PLANNING ADMINISTRATOR £22,000 - £24,000
    Our client is a well-established Financial Services business with a fantastic industry reputation. Due to growth of the business they are now recruiting for a Financial Services Administrator to join the team.

    The role of Financial Services Administrator is role and you will be based in a supportive environment and giving the opportunity to learn more in relation to Financial Services.

    The successful Financial Services Administrator will enjoy Financial Services and you will work closely with the Financial Advisors and Paraplanners.

    Some of the key duties of the Financial Services Administrator will include:


    • Provide administrative support to the Financial Planners
    • Extensive liaison with clients on a daily basis - over the phone and face to face
    • Setting up commissions/fees on back office system and chasing through to payment
    • The ideal candidate will enjoy Financial Services and have worked within the Financial Industry previously. The ideal Financial Services Administrator will have a good understanding of Whole of Market wrappers and products and have strong IT skills. We are looking for a Financial Planning Administrator who is professional, accurate, positive and enthusiastic. You will be based in a great office environment and be part of a successful Financial Services team. Hours of work Monday to Friday 9am-5pm. #


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