Financial Planning Administrator

Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: West Yorkshire, England
Salary: Negotiable
Reference: 1375970/001
Contact Name: Sammons Group
Contact Email:
Job Published: January 28, 2020 10:22

Job Description

Provide support to the Team Manager and meet the day-to-day administration needs of clients in an accurate and timely manner and in accordance with any agreed standards and procedures.

You will need to use your strong communication skills to liaise/correspond effectively with Financial Advisors, Administrators and third-party administration staff as necessary to resolve customer enquiries and complaints to a satisfactory outcome and in a timely manner.

To take responsibility of more complex technical queries, owning those cases until completion.

Good all round Knowledge of Pensions is desirable coupled with a goal to work towards CII qualifications in Financial Planning

Please quote reference 1375970 . This is just one of the many roles that we are working on, all of which are on our website . We are committed to supporting and promoting diversity in the workplace. Any salary advertised is for search purposes only. If you have not heard from us within 7 days, you have not been successful on this occasion.