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| Job Location | West Yorkshire |
| Education | Not Mentioned |
| Salary | 25,000 - 32,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Financial Planning Administrator West Yorkshire (hybrid home and office working of up to 4 days home per week)Up to £32,000 basic plus benefits package including 10% pension, 20% bonus, exam support, flexible working, free parkingI am looking to speak to any experienced financial planning support professionals in the West Yorkshire area who might be considering their career options at the moment.A highly regarded Financial Planning organisation in West Yorkshire are looking to recruit an enthusiastic, ambitious and hard working individual who would sit within the financial planning administration team supporting the established financial planners.Some of the key responsibilities are as follows:- Obtain illustrations from product providers- Qualitative analysis of data received from providers- Extract and interpret the information received in response to Letter of Authority (LOA) requests- Input information from LOA responses into the system- Maintain progress status and liaise with management- Obtain information from providers for client meetings where required- Validate and issue valuations to support the annual client review process where requiredSome of the experience I am looking for in a suitable candidate is:- Good working knowledge of relevant Financial Products (e.g. Pensions, Protection Products, Trusts and Investment Wrappers)- A thorough understanding of financial advice processes and procedures- Experience working in Financial / Wealth Planning focused teams together with Planners, Administration and third party providers- Has the experience and confidence to deal with queries from stakeholders- Working cross-collaboratively with other teams and departmentsYou will receive an extremely competitive salary initially, with the opportunity to increase this with high performance, and also receive an excellent benefits package including 10% pension, 20% of basic salary bonus, free parking and flexible home/officeworking week with up to 4 days at home and one in the office per week.This is a genuinely fantastic opportunity to work for a supportive and friendly team.
Keyskills :
ifapensionsaveloinvestmentsvaluationswealthiress"ifa administrator""fs support"