Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Financial Planning Administrator

Premier Jobs UK Limited
Job LocationLinlithgow
EducationNot Mentioned
Salary20,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

This Financial Planning Administrator job in Linlithgow has progression to become a Financial Advisor within 12 - 24 monthsIn your role as a Financial Planning Administrator, you will be focused on ensuring the Financial Advisors are fully supported and equipped to undertake their duties. Therefore, your duties will include:

  • Prepare client review packs prior to meetings and then liaising post meeting to ensure all information is collated
  • Processing sales documents onto the appropriate systems and informing clients of any updates
  • Organise client files and ensure all data is included on the CRM systems
  • Completing suitability reports
  • Client relationship management duties
Transition to Financial AdvisorThe objective is for you to progress to become a Financial Advisor within 12 - 24 months. You will be fully supported with internal and external training and development to enable you to confidently provide financial planning advice to clients.Financial Planning Administrator Requirements
  • You should hold some industry qualifications towards your Level 4 Diploma in Financial Advice (DipFA / DipPFS)
  • You must have high attention for detail, ability to manage your own workload and meet agreed deadlines
  • You must have a can-do attitude
  • You should have good client relationship skills and capable of processing business / writing reports
  • Ideally, you have experience in openwork portal, embark, IDFL, Voyant and FE Analytics
  • You must have a full UK driving licence
Financial Planning Administrator Benefits
  • Salary of £20,000 - £30,000 dependent upon experience
  • Annual bonus paid - based on business performance and 25 days holiday plus bank holidays
  • Office based role with easy access to the office - free parking available
  • Normal office hours (40 hours per week) although you will be able to work flexible hours if required
  • Training will be provided to ensure you meet the regulatory / practices compliance policies and procedures.
  • Being a key part of a small and successful team, that work closely together
The CompanyThis small but highly experienced financial planning business is keen to recruit a Financial Planning Administrator who will progress to become a Financial Advisor. They have developed lasting relationships with their clients through their excellent serviceand knowledge provided.LocationsLinlithgow, West LothianLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

APPLY NOW

Financial Planning Administrator Related Jobs

© 2019 Naukrijobs All Rights Reserved