Senior Financial Planning Administrator
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| Job Type | Permanent Full Time |
| Location | Westerham |
| Area | Kent, UK |
| Sector | Financial Services |
| Salary | £25,000 DOE |
| Start Date | |
| Advertiser | Nicola Francis |
| Telephone | 01342 325 316 |
| Job Ref | NF10518 |
- Description
- Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed Financial Services Practice who are looking for an experienced Senior Financial Planning Administrator to join their team on a full time permanent basis.
This is a fantastic opportunity for someone to join a leading firm; they offer a friendly and professional working environment, and the chance to work alongside some extremely well qualified and experienced staff. They actively support and encourage progression.
The role:
As the Senior Financial Planning Administrator, you will be part of a fast paced team, managing work generated by the Partner and offering support as required.
The main duties include:
Providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
First point of contact for clients and third parties dealing with general enquiries
Preparing Suitability letters and reports
Responsible for new business submission using bespoke software
Ensure that business obtained is being processed in a timely way
Due to the nature of the business, tasks must be completed following clearly defined business processes
The ideal candidate:
Possess first class communication skills (both written and spoken), be highly conscientious, well organised and have a keen eye for detail
Self-starter, able to work both in a team environment and on own initiative
Experience working in Financial Services for a minimum of 2 years and have good all round knowledge which you are looking to expand and develop
It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion
NB: To be considered for this position you must have gained a minimum of 2 years’ experience within the Financial Services arena.
A relevant qualification or progress towards the Level 4 Diploma would be an advantage but is not essential.
Part time hours over 4 days will be considered for the right candidate
Location: Westerham
Salary: £18,000 - £25,000
Due to the high volume of applications, only candidates who fit the client’s requirements and are shortlisted will be contacted
