Job Description

Financial Planning Administrator, Preston


c. £16,000-£18,500 depending on experience and qualifications

We are currently recruiting for an experienced Financial Planning Administrator to join our Financial Planning Department.

The successful candidate will be responsible for providing a full administration support and duties will include:


research

proposal submission and review process

liaison with insurance companies

producing client valuations

obtaining illustrations

processing applications

maintaining client database information

If you have at least 3 years' Financial Planning experience within an IFA, enjoy providing a high level of service to clients, have a good working knowledge of First software and are a good team player, then in return we can offer an excellent salary and benefits package and the chance to join a successful team.

You will need to be FPC qualified, or working towards full qualification.

To apply please contact Paul Henry on 0161 834 7334 or email your CV to paul.henry@austinbenn.co.uk

Qualifications/Skills Required

Life & Pensions Administration