Job Description

I represent a leading organisation in Manchester which has grown despite the current challenging climate, and is seeking to appoint an experienced Financial Planning Administrator to their well-respected and established team.
As an important part of the team, the appointee will be responsible for providing full administration support to Financial Advisers by dealing with all new and existing business, carrying out compliance administration, producing illustrations, preparing Letters of Authority, liaising with clients.

Required Knowledge, Skills, and Abilities

The successful applicant will have excellent knowledge of the industry products, procedures and regulations, particularly in respect of Pension Transfers. Team-player with a high level of initiative, attention to detail and client focused approach to work will make you a great cultural fit to this position also. Holding relevant industry qualifications via the Chartered Insurance Institute will be strongly advantageous.