Financial Planning Administrator
- Recruiter
- Search Consultancy
- Location
- Wakefield, West Yorkshire, United Kingdom, United Kingdom
- Salary
- £24000 - £28000 per annum + benefits, hybrid working, exam support
- Posted
- 31 May 2023
- Closes
- 06 Jun 2023
- Ref
- BBBH94806
- Job role
- Financial planning & analysis
- Sector
- Accounting - Public practice
- Experience level
- Qualified accountant
About this role
Financial Planning Administrator
Wakefield
Up to £28,000 + excellent benefits package, bonus, exam support, parking
A well established Financial Planning organisation in Wakefield are looking to bolster their team. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.
Experience in a Financial Services environment is essential and in return you can receive an excellent salary and benefits package including bonus and genuine career progression.
The successful candidate will:
* Have at least 1 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
* Detailed and working knowledge of regulatory requirements.
* Experience and knowledge of investments, pension plans and other financial products.
* Strong IT skills; basic MS Office package.
* Excellent organisational and communication skills.
* Strong numeracy skills.
The main duties of this role include:
* Liaising with clients, fund managers, solicitors and accountants daily.
* Processing and monitoring complex business.
* Completing FCA compliant transactions.
* Obtaining information from fund managers.
* Sending letters of authority.
* Working closely with advisers.
Please apply in confidence, or contact David Elders at Search Financial Services or connect via LinkedIn.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Financial Planning Administrator
Wakefield
Up to £28,000 + excellent benefits package, bonus, exam support, parking
A well established Financial Planning organisation in Wakefield are looking to bolster their team. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.
Experience in a Financial Services environment is essential and in return you can receive an excellent salary and benefits package including bonus and genuine career progression.
The successful candidate will:
* Have at least 1 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
* Detailed and working knowledge of regulatory requirements.
* Experience and knowledge of investments, pension plans and other financial products.
* Strong IT skills; basic MS Office package.
* Excellent organisational and communication skills.
* Strong numeracy skills.
The main duties of this role include:
* Liaising with clients, fund managers, solicitors and accountants daily.
* Processing and monitoring complex business.
* Completing FCA compliant transactions.
* Obtaining information from fund managers.
* Sending letters of authority.
* Working closely with advisers.
Please apply in confidence, or contact David Elders at Search Financial Services or connect via LinkedIn.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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