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Permanent

Senior Financial Planning Administrator

Gerrards Cross
money-bag 29000.00-29000.00 Annual
3128992357
Posted Yesterday

Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills. Duties for this role will include: Oversight of administration workflowsConfidence in speaking with a wide variety of clients and providersGroup pension and protection scheme experienceWorking with team to develop proposals that meets client''s needs and concernsGeneral Admin and Compliance checks - new and existing businessDatabase administration, maintenance and consolidationSticking to deadlines You will have: Organised with the ability to multi-task.Can do attitudeWorking knowledge of the regulated Financial Services IndustryPreviously worked in a Financial Services admin role so have some familiarity with the terms used.Highly competent user of Microsoft Word, Excel and Outlook, experience with Intelligent Office would be an advantage This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about

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