Financial Planning Administrator - Nuneaton - Salary to £28,000

ZipRecruiter; Nuneaton; On-site; GBP 23,000 - 28,000; Full time

Job summary

A leading wealth management firm is seeking a Financial Planning Administrator for their Nuneaton office. The role involves supporting the financial planning team through various administrative tasks. Candidates must possess prior experience in financial planning and demonstrate strong attention to detail and communication skills.

Benefits

Pension

Benefits

Qualifications

• Experience as a financial planning administrator is required.
• Excellent attention to detail and strong communication skills are necessary.
• Team working skills are important in this role.

Responsibilities

• Gathering data and producing review packs.
• Processing new business and dealing with letters of authority.
• Updating client files and liaising with providers.

Skills

Attention to detail

Communication

Team working

Tools

Intelligent Office

Job description

Job Description

The financial planning arm of one of the UK's leading wealth management firms is currently seeking a Financial Planning Administrator to join the financial planning team in their Nuneaton office.

In this role you will undertake tasks including gathering data, producing review packs, processing new business, dealing with letters of authority, updating client files, liaising with providers and generally ensuing the paraplanners and advisers are well supported.

You must have experience working in a financial planning administrator role and ideally have excellent attention to detail, communication and team working skills. A knowledge of Intelligent Office would be desirable but not essential.

Basic salary to £28,000, pension, benefits