Financial Planning Assistant in Chester

Job description

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Chester which provides a highly personalised financial planning service.

The Opportunity

During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.

Key Responsibilities

• Preparation of existing client valuations/files for review meetings
• Processing new business submission for investments, pensions and protection
• Obtaining illustrations and product information from providers
• Liaising with clients, prospective clients and product providers by phone, email and post
  
  

Benefits

• Pension Scheme – employer contribution matched up to 7%
• Personal development – structured training and development plan.
• 24 days holiday (including Christmas shutdown) + bank holidays
• Free on-site parking.
  
  

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Client Support, IFA Admin, Business Support, Wealth Administrator, Financial Planning, Financial Services

Extra information

Status

Closed

Education Level

Secondary School

Location

Chester

Type of Contract

Casual / Part Time Jobs

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English