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Financial Planning Administrator
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Job details
Title:
Financial Planning Administrator
Reference:
WEB461401DLH
Salary:
to £25,000 plus benefits
Location:
Stockport
Description:
This well regarding financial services organisation currently seek an experienced Financial Planning Administrator to join their exisitng team. You will have experience in administering private client portfolios including investments, tax planning and personal pensionsetc, but exposure to SIPP contracts may be particularly advantageous.
Your role will be to provide proactive administractive support to the Financial Planning team and will involve client, consultant and provider liaison, and the utilisation of AO 1st software to ensure professional management of client information.
You will need strong numerical and literacy skills and will be a proven communicator. Progress toward professional qualification is also advantageous, though full suport will be given to successful applicants to study and qualify for the relevant qualifications.
Contact details
Name:
Dan Haynes
Phone:
0161 839 3337
Email:
d.haynes@ipsgroup.co.uk