Job Description

Our client are offering an excellent opportunity for an experienced Financial Planning Administrator to join their thriving Business who are based in the Coventry area. Our client specialize in providing holistic advice to their forever growing Client base which has become available as a result of organic growth.
When you become part of their team, your commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages team work and thought sharing.
Responsibilities

• Provide high quality support to our Consultants
• Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
• Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges
• Work with FE analytics
• Co-ordinate the issuing of client advice, client correspondence and enclosures
• Process new business process through to conclusion
• Work with Platform sites

Required Knowledge, Skills, and Abilities

Previous Financial Services industry experience. A proven track record in providing high quality administration support. Working towards CII level 4 qualification would be desirable. Excellent communication skills both verbal and written. Ability to effectively manage your own time and achieve strict timescales. Excellent attention to detail. High levels of computer literacy. Strong team player. Our client is looking for a Self-motivated, Driven, passionate individual, who can come in a hit the ground running, whilst delivering a high degree of professionalism.