Senior Financial Planning Administrator - Crosby, United Kingdom - MD Beckett Financial Services

Description

About us

MD Beckett Financial Services are _truly_ Independant Financial Advisers based to the North of Liverpool with clients across the country.

We are a small, friendly team who pride ourselves on delivering individual, personalised advice for each client.

Due to continuing expansion, we are currently looking for an experienced Report Writer/ Financial Planning Administrator to work alongside our senior IFA to assist them directly and support a high performing financial business and their clients.

• Carrying out research and prepare reports & documentation in respect of investments / pensions / drawdown / SIPPs / SIPP investments / pension transfers
• Processing benefits claims
• Calculating and process disinvestments as appropriate
• Calculating and process investment of deposit monies as appropriate
• Collating & analysing information for pension transfers in compliant manner
• Dealing with relevant client / provider correspondence
• Scanning correspondence / documents onto archiving system

• Processing new business

• Applications, transfer forms
• Chasing progress of new business and income payments
• Managing adviser meeting requirements e.g. preparing valuations
• Processing surrenders / partial encashments / withdrawals
• Processing switches
• Experience using Cash Calc, Defacto and O&M Software would be an advantage, however, training will be given if required.

Salary on this role will be competitive and negotiable depending on experience and qualifications but in the region of £25-28,000 plus annual bonus.

There is the opportunity for progression within the company and support with further training is available.

No contact from Agencies


Job Types:
Full-time, Permanent


Salary:
£25,000.00-£28,000.00 per year


Schedule:

• Monday to Friday

Supplemental pay types:

• Yearly bonus

Ability to commute/relocate:

• Crosby, L23 6SG: reliably commute or plan to relocate before starting work (required)

Experience:

• Financial services: 2 years (required)

Licence/Certification:

• Diploma in Financial Planning (preferred)

Work Location:
In person