Financial Planning Administrator
Rosemount IFAs
Romford
This listing is from Indeed
Rosemount Independent Financial Advisers are a long established and stable financial advisory practice based in Gidea Park.
The role will be to provide strong administrative support to our Financial Advisers.
This is a fixed term contract, 12 months expected duration, with the potential to turn into a full time role.
Please note you must have worked for a Financial Adviser or Wealth Management Firm.
Role Summary:
- Preparing paperwork for client meetings, business submission and the processing of new business for pension and investment plans.
- Producing client portfolio reviews.
- New Business Illustrations.
- Trading on provider platforms.
- Routine administrative tasks.
- Liaising with product providers and other third parties to obtain information on clients’ existing arrangements.
- Inputting and maintaining client information on XPLAN
- Other tasks as allocated by management.
- Experience/knowledge of life, pension \& Investment plans
- Excellent communication skills both written and oral
- Good attention to detail.
- Excellent proactive attitude towards work.
- Ability to use initiative and work independently as well as part of a team.
- Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure.
- Highly organised with a good attention to detail.
- Previous experience working in a Financial Planning administrative role is essential, minimum 2 years.
- Microsoft Office Skills.
- Certificate in Financial Planning or equivalent
Pay: £32,000\.00\-£36,000\.00 per year, negotiable.
Additional pay:
- Performance bonus
- Company pension
- On\-site parking
- Monday to Friday
- Administrative: 2 years (required)
- Financial planning: 2 years (required)
Benefits:
- On\-site parking
This listing is from Indeed. View original listing ↗