Overview
Financial Planning Administrator Jobs in Pontyclun – Wales – UK at Recruit UK | Certified B Corp™
This is a great opportunity to join a growing practice, who have already got a great team of administrators supporting the Advisers and are looking to build upon this team! You will play an integral part on the clients journey, providing a great service to all.
Are you the right applicant for this opportunity Find out by reading through the role overview below.
Duties will include but not limited to:
· All paperwork linked to the advice process
· Liaising and updating clients
· Organising client reviews
· Undertaking risk questionnaires
· Processing fund switches
· Basic client letters
Benefits:
·Competitive salaryof £30,000 (negotiable if you have used back office system)
· 25 days holiday + bank holidays
· Easy office location
· 4 daysworking from home
· Great pension and other benefits
· Full training and development plan to get you up to a Paraplanning position
· Exam support and funding
Skills and experience required:
· Experience working in a Financial Planning Administrator role
· Ideally experience using CURO andDynamicPlanner
Title: Financial Planning Administrator
Company: Recruit UK | Certified B Corp™
Location: Pontyclun – Wales – UK
Category: Finance & Banking, Administrative/Clerical
