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Job Location | Coventry |
Education | Not Mentioned |
Salary | 23,000 - 28,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
IFA Administrator/ Trainee ParaplannerCoventry£23,000-£28,000Our client are offering an excellent opportunity for an experienced Financial Planning Administrator to join their thriving Business who are based in the Coventry area. Our client specialise in providing holistic advice to their forever growing Client basewhich has become available as a result of organic growth.When you become part of their team, your commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages team work and thought sharing.ResponsibilitiesProvide high quality support to our ConsultantsAssist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the ConsultantPrepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and chargesWork with FE analyticsCo-ordinate the issuing of client advice, client correspondence and enclosuresProcess new business process through to conclusionWork with Platform sitesRequirementsPrevious Financial Services industry experienceA proven track record in providing high quality administration supportWorking towards CII level 4 qualification would be desirableExcellent communication skills both verbal and writtenAbility to effectively manage your own time and achieve strict timescalesExcellent attention to detailHigh levels of computer literacyStrong team playerOur client is looking for a Self-motivated, Driven, passionate individual, who can come in a hit the ground running, whilst delivering a high degree of professionalism.For more information please contact one of specialist consultants quoting REF:NJR12603