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

Trainee Financial Planning Administrator

Brevere Group
Job LocationNewmarket
EducationNot Mentioned
Salary21,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Are you an experienced administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunitiesDue to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.Duties for this role will include:

  • To provide proactive administrative support to the adviser team to ensure an efficient and smooth service.
  • Ensure new business is processed accurately and passed across to Business Support Team Manager or deputy to check in.
  • Ensure all client electronic files are maintained to a very high standard and regularly updated.
  • To ensure all incoming post, incoming & outgoing emails are saved to the back-office system without delay.
  • To deal with incoming phone calls or taking messages for colleagues
  • Arranging meetings with clients on behalf of the Financial Planners if required
  • Sending confirmation of appointment emails/letters.
You will have:
  • Organised with the ability to multi-task.
  • High level of accuracy and attention to detail.
  • Experience of operating in a regulated environment, especially the Financial Services industry, would be a strong advantage but is not essential.
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package andthe support to develop your skills and further your career.By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

Keyskills :
General AdminMicrosoft OfficeFinancial Planners

APPLY NOW

Trainee Financial Planning Administrator Related Jobs

© 2019 Naukrijobs All Rights Reserved