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Financial Planning Executive

Salary Competitive
Type Permanent
Location Preston
Sectors Investment & Middle Office
Pensions & Employee Benefits
Job Reference UK2A/MAS/28181
Contact BRUIN Financial
Date posted 26-02-2018

Salary up to £24,000 + benefits

My client is a highly regarded, well established IFA who are continuing to grow and have exciting plans for the future. Due to their ongoing success they have an opportunity for an experienced IFA Administrator to join their talented team.
The primary purpose of the role will be to provide full back office support to both advisers and paraplanners to ensure client service is delivered to an excellent standard.
• Prepare client valuations and ensure back office system is updated
• Process new business and follow up until policy issue
• Scan and file documents using the document management system
• Prepare and issue Letters of Authority, monitor their return and ensure all relevant information is received
• Prepare application forms for clients to check and sign
• Keep up to date with all relevant product, legislative and technical changes, as required
• Ensure all dealings with clients are carried out in a professional and courteous manner
• Maintain all standards of performance as required by the company
• Take part in any training offered by the company as deemed necessary or relevant to your role or your own personal development for the benefit of the role
The successful candidate:
• Detailed knowledge of the FCA’s rules and requirements
• Broad knowledge of the financial services sector
• Experience within an IFA environment
The role offers opportunities for development and progression in a professional and supportive working environment.
The remuneration package includes a competitive salary and excellent benefits package.

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