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(Trainee) Financial Planning Administrator - Part home working available

Job LocationJarrow
EducationNot Mentioned
Salary20,000 - 24,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

The offeringA new opportunity has arisen for a Financial Planning Administrator to join a long-established firm of Financial Planners in their office on the outskirts of Sunderland/ Jarrow. A trainee will be considered for this role.The successful candidate will become part of a very welcoming and supportive company. On offer will be a competitive salary and benefits package, along with professional development and study support and training.AccountabilitiesThe role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners.

  • You will be involved in looking after both new and existing business.
  • Obtaining illustrations and valuations.
  • Processing work in line with the required timescales and compliance guidelines.
  • Document preparation, scanning documents and data input as required.
  • Diary management and other ad hoc tasks as required by the advisers.
To be considered for this role, you will be a strong administrator with ideally a background working within a professional services company.To applyFor further information or to apply, please send your CV to jenny @ tempestjones . comNB: Salary offered will depend on level of qualification and also level of experience in an equivalent role.

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