Financial Planning Administrator

Job Location	Deepcar
Education	Not Mentioned
Salary	£20,000 - £30,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

The ClientOur client are a highly reputable Wealth Management firm based north of Sheffield. With specialist expertise within discretionary investment management and independent financial advise, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service.The OpportunityDuring a period of key expansion, a position has arisen for an IFA Administrator and Marketing Administrator to support the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment with a great office atmosphere. Some duties will include:

Administration of both new and existing business, ensuring compliance and process procedures are followed

Preparing client valuations, applications and meeting documentation

Social media and website updates

Managing marketing strategies

What’s needed to be consideredIn order to be considered for this unique opportunity, candidates need to have -

Previous experience within a fast-paced IFA Practice

Marketing or social media experience desirable

Excellent communication and organisational skills

Good Pensions & Investments product knowledge

What nextApply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Required skills

Admin

Financial Advisory

Financial Planning

Financial Services

Independent Financial Advice

Keyskills :
Admin Financial Advisy Financial Planning Financial Services Independent Financial Advice

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