FINANCIAL PLANNING ADMINISTRATOR - Swann Financial Consultancy (A Senior Partner Practice Of St James Place Wealth Management) - Banbury

Job description

FINANCIAL PLANNING ADMINISTRATOR

PERMANENT FULL TIME (35 HOURS PER WEEK)

BASIC SALARY UP TO £25,000.00 PER ANNUM + BONUS (BONUS UP TO 12% OF ANNUAL SALARY DETAILS AVAILABLE UPON REQUEST) DEPENDANT UPON EXPERIENCE

Are you looking for a fresh new challenge? Are you a Financial Services Support Professional, Client Services Officer, IFA Administrator, Financial Services Sales Agent, PA to a Financial Adviser, PA to a Financial Planner, PA to a Wealth Manager or a Financial Planning Assistant?

Would you like to be a part of one of the UK`s largest Wealth Management Networks?

This is a great opportunity to join a FTSE 100 company recently awarded "Britain’s Most Admired Companies 2015/16" by Management Today and "Best Wealth Manager 2014" by Online Personal Wealth Awards. Through an extensive network of dedicated advisors, clients entrust £54.5bn of investments to us and our rapid success grown via an ethos of offering quality, trusted, face-to-face advice and a commitment to building enduring relationships.

We have an opportunity to join our Banbury practice as a dedicated professional in an administrative capacity. This an excellent opportunity for someone looking to develop and progress their career further in an environment where on-going training and career development is supported and encouraged.

Core Responsibilities:

Responsible for maintaining the adviser's workload using our back office system.
Prepare review packs consisting of valuations and fund fact sheets for clients on adviser`s behalf.
Processing and submitting business online.
Sorting and processing all post.
Obtain illustrations on request for clients.
Desired Experience:

Ideally experience providing support in mortgages and protection.
A track record of ability to work compliantly.
Experience in processing business, putting together research, assisting with product selection.
Organised credible and knowledgeable.
Able to liaise with clients and third party providers in a professional and efficient manner.
Knowledge of suitability report writing will be beneficial to this role.

*** STRICTLY NO EMPLOYMENT AGENCIES PLEASE***