Financial Planning Administrator

Job Location	Jesmond
Education	Not Mentioned
Salary	22,000 - 28,000 per annum, negotiable
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

The Company and OfferingA new opportunity has arisen for a Financial Services Administrator to join a well-established friendly firm of Financial Advisers based in their Newcastle office.On offer will be a competitive salary and benefits package, along with professional development, study support and continued training. A long term career path will be available for the successful candidate within the financial planning industry.AccountabilitiesThis will be an incredibly varied role that 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 on new business.* Collating portfolio valuation reports.* Accessing provider platforms to obtain crucial information.* Processing business accurately and in a timely fashion in line with compliance guidelines.* Document preparation, scanning and data input as required.* Diary management and other ad hoc tasks as required by the advisers.* Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required.* Working in a team environment towards common goals.* Liaising closely with paraplanners and financial planners.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.

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