Financial Planning Administrator - Droitwich, United Kingdom - TLP Recruitment

TLP Recruitment

Verified Company

Droitwich, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Planning Administrator

Monday - Friday

£27-30,000 plus benefits

Location
:
Commutable from
Worcester, Bromsgrove and Droitwich
An excellent opportunity to join a growing Financial Advice Business located in the
Worcestershire area.

Responsibilities:

Provide high quality administrative support to the advisers and other members of the team.
Deal effectively with queries from clients.
Prepare files including compliance required documentation; illustrations and supporting documentation:
Data Protection
Client Agreements
ATR & Sustainability Questionnaires
Financial Data Capture

Skills:

Excellent attention to detail and organizational abilities
Ability to work independently and as part of a team
Strong written and verbal communication skills
Ability to prioritise tasks accordingly

Desired:

Previous experience working in a similar role within financial planning advantageous but not essential
Willingness to learn and undertake procedures in the financial planning industry

About us
TLP Recruitment has been placing Supply Chain, Logistics, Engineering and Manufacturing professionals for over 20 years. For more information on TLP, or to view our current portfolio of vacancies, please visit our website. Please note that it is our policy to add the details of all applicants to our database.

INDWMID

Job Types:
Full-time, Part-time, Permanent

Salary:
£27,000.00-£30,000.00 per year

Benefits: