Financial Planning Administrator Ref: KK62
Financial Planning Administrator
Flowers Associates Ltd.
£18,000 - £25,000
Full time – permanent
Flowers Associates are pleased to be working with a Financial Planning business based on the out skirts of Loughborough. Our client is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is a fantastic opportunity to be part of an exciting business and vibrant team. Our client is a true believer in their staff and value the people that work for them. If you are looking for a company that will value you, help you achieve your personal and career goals, mentor and coach you then this could be the right opportunity for you.
The successful candidate will be expected to work and support clients, the team and the business in all aspects of administration related to the department. You will be expected to provide best practice, processes and produce work of the highest standard in accordance with the principles and regulations as set out by the Financial Conduct Authority.
The ideal candidate will have experience within and not limited to:
Client relationship management
Organisational skills, able to prioritise and schedule workflow in line with the demands of the team and department
Excellent communication skills with clients, colleagues and external partners at all levels
Problem solving capabilities
Approachable and ability to relate to people from all walks of life
Producing high quality, accurate output and meet demanding standards and deadlines
To be successful the ideal candidate will have the following experience:
Working knowledge of using MS Office to a high and competent level
Working knowledge of principals and regulations as set out the by the Financial Conduct Authority
Previous Financial industry knowledge and experience – minimum 2 years
Achieved or working towards the Award in Financial Administration FA1 and FA2 or Certificate in Financial Planning (CF1…) or similar
A great opportunity for the right candidate to work with a versatile growing business and be part of a busy buoyant team. If you believe you have the skills and experience to carryout the above duties please apply.