Financial Planning Administrator

Financial Planning AdministratorNorthwich, Office-basedSalary up to £30,000 plus benefits Full-time, permanentAn established Independent Financial Planning firm in Northwich is looking to recruit a Financial Planning Administrator to join its friendly and supportive team.The business has been providing financial advice for many years and has developed an excellent reputation for delivering a personal, long-term service to its clients. The firm has a team of around 10 people, supports approximately 700 clients and manages around £300 million in client assets.Its advice is predominantly focused on pensions and investments, with the team working closely together to provide a high standard of ongoing financial planning and client service.This is an excellent opportunity to join a stable and successful business where you will become an important part of the client service and financial planning process.The roleYou will provide comprehensive administrative support to the firm''s Financial Advisers, helping to ensure client work is completed accurately, efficiently and within agreed timescales.Your responsibilities will include:Preparing annual review reports and completing review files in line with company proceduresObtaining quotations, illustrations and other pre-sale documentationProcessing new business applications across pensions, investments and other financial planning productsMaintaining accurate client records using the firm''s back-office systemProcessing client ..... full job details .....