Financial Planning Administrator in Epsom

A new and exciting opportunity has come about for an experienced administrator OR ambitious individual who is looking to work in the Investments & financial Planning sector.

You will be working alongside an experienced & positive advisory team with plenty of support to develop your career within the business if you are looking for a varied and exciting administrative support role.

The role

To produce client portfolio valuations from various investment providers

To produce all quotations, application forms and fund fact sheets for the Advisor\’s prior to client meetings

To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records

To produce Letters of Authority for new clients to service policies

To produce any Letters/Forms required for switches, encashments etc.

Ensure compliance requirements are met on all new business cases

Weekly chasing of all new business cases

Weekly chasing of all existing business enquiries

To apply you need

Ideally someone who has had exposure to the financial services sector, ideally Investments, but we will consider all areas of financial as we know most areas are transferable in skills.

IT literate

Numerate and literate with some knowledge various administrative process ideally Investments or financial.

Proven ability to demonstrate precise attention to detail.

Experienced in managing and prioritising own workload.

Experience of MS Office inc. Excel, Word, Outlook and Teams.

Excellent interpersonal skills.

Excellent organisational and planning skills with the ability to multi-task.

Job Type: Full-time

Pay: £24,420.00-£31,000.00 per year

Benefits:

• Additional leave
• Company pension
• Life insurance

Work Location: In person