Financial Planning Administrator - Pont-y-clun, United Kingdom - Recruit UK | Certified B Corp™

    Recruit UK | Certified B Corp™
    Recruit UK | Certified B Corp™ Pont-y-clun, United Kingdom

    2 weeks ago

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    Job Description

    This is a great opportunity to join a growing practice, who have already got a great team of administrators supporting the Advisers and are looking to build upon this team You will play an integral part on the clients journey, providing a great service to all.

    Duties will include but not limited to:

    · All paperwork linked to the advice process

    · Liaising and updating clients

    · Organising client reviews

    · Undertaking risk questionnaires

    · Processing fund switches

    · Basic client letters

    Benefits:

    · Competitive salary of £30,000 (negotiable if you have used back office system)

    · 25 days holiday + bank holidays

    · Easy office location

    · 4 days working from home

    · Great pension and other benefits

    · Full training and development plan to get you up to a Paraplanning position

    · Exam support and funding

    Skills and experience required:

    · Experience working in a Financial Planning Administrator role

    · Ideally experience using CURO and Dynamic Planner