Financial Planning Administrator

Job Location	Chew Magna
Education	Not Mentioned
Salary	Not Mentioned
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Job Title: Financial Planning AdministratorIndustry: Financial ServicesLocation: North SomersetSalary: £17,000.00 to £22,000.00Reference Number: 14315Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in North Somerset to join a Financial Planning FirmIf you are a bright, conscientious individual looking to provide support to financial advisers and their team this could be the perfect role for you. This is a busy but varied role that would suit someone who wants to work for a company that can offer career progression and support.Your responsibilities will include, but not be limited to:

Liaising with product providers

Collating information and producing client valuations

Scanning and electronic filing

Data entry, maintaining registers and client information database

Document preparation for client meetings and internal audit

Completing forms

Using various online systems to obtain information.

Answering the telephone and directing calls

Preparing refreshments for meetings

Managing your own workload to ensure deadlines are met

Providing general administration support

Helping other teams with various tasks as and when required

What

Keyskills :
Administrative Suppt Financial Planning Financial Services

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