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Date Added: Sat 24/09/2022

Financial Planning Assistant

Mansfield, UK
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Company: SEARCH CONSULTANCY

Job Type: Permanent, FullTime

Salary: £22,000 - £28,000 per annum

Financial Planning AssistantMansfield£22,000 - £28,000 + excellent benefits package, free parking, exam supportHighly respected Independent Financial Adviser organisation in Mansfield are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.Experience in a Financial Services environment is essential as you will be required to hit the ground running. In return you can receive an excellent salary and benefits package.The successful candidate will:* Have at least 12 months experience carrying out an administration/sales support role within a Financial Services Advice environment.* Detailed and working knowledge of regulatory requirements.* Experience and knowledge of investments, pension plans and other financial products.* Strong IT skills; basic MS Office package.* Excellent organisational and communication skills.* Strong numeracy skills.The main duties of this role include:* Liaising with clients, fund managers, solicitors and accountants daily.* Processing and monitoring complex business.* Completing FCA compliant transactions.* Obtaining information from fund managers.* Sending letters of authority.* Working closely with advisers.Please apply in confidence, or contact David Elders at Search Financial Services or connect via LinkedIn.

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