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Financial Planning Administrator

Adecco
Job LocationColchester
EducationNot Mentioned
Salary17,000 - 19,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent,full-timeB

Job Description

Financial Planning Administrator / Trainee Financial AdviserAre you an individual with experience in a Financial Planning or Wealth Management and industry relevant qualificationsOur Client is looking for a new team member to join them in providing the best service as part of the administration team. This will be providing high quality planning support to the Financial Advisers. As a representative of the business, you will be requiredto work with accordance to FCA standards and their Chartered code of Ethics.

  • Collate and manage information and facts for client meetings, alongside conducting oneself within the 6 core principles of the FCAs TCF and CIIs Code of Ethics.
  • In this busy environment you must be able to prioritise your work load.
  • To assist in ensuring that all client files and company records are compliant in line with FCA regulations.
  • Process applications and servicing matters, communicating with providers, clients, and professional parties such as accountants and solicitors.
  • To process post sale requirements, working to and ensuring deadlines are met for both individual and corporate clients.
  • General office duties
  • Computer based duties include using a bespoke recording and reporting system & MS Office Packages.
At least 2 years IFA support experience, including use of a back-office system such as Iress Adviser Office or IntellifloTraining & DevelopmentTo continue private study to obtain the CII level 4 Diploma in Financial Planning in a reasonable timescale.To pass internal training & test in Data protection, Complaints, Anti-bribery and Money laundering.To continue with ongoing technical training within the office, keeping a good working knowledge of the products and systems used and progressing towards a para-planning role.To continually complete annual CPD in accordance with company and CII requirements.Travel to other branches will be required occasionally therefore a driving licence with own transport is essential.Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Keyskills :
FinanceFinancial PlanningTrainee Financial AdviserFinancial Adviser

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