Financial Planning Administrator job in Loughborough at Konnect Recruitment Ltd

Financial Planning Administrator

Company: Konnect Recruitment Ltd

Location: Loughborough UK

Date Posted:Apr 24, 2018

Financial Planning AdministratorLocation: LoughboroughContract: Full time, permanent.The RoleTo support the clients and their teams in Financial Planning, Paraplanning, Legal, Accounting and to work effectively with the administration team.To provide the best implementation and administration as defined by Company policies and processes, ensuring that all work produced is of a high standard and is in accordance with the principles and regulations as set out by the Financial Conduct Authority to enable clients to meet their financial planning goals.Core Competencies• Client focus / Relationship management• Team Player• Organisational Systems and Processes• Self-motivation• Ability to work unsupervised• Effective communications at all levels• Excellent time keeping• Ability to work under pressureExperience • Working knowledge of MS Office to a high and competent level within the office environment, especially MS Word, Excel and Outlook• Working knowledge of principles and regulations as set out by the Financial Conduct Authority• Previous Financial Industry experience• Experience working in a busy administrative environment• Achieved or working towards the Award in Financial Administration FA1 and FA2 or Certificate in Financial Planning (i.e. CF1 UK Financial Services, regulation and ethics) or similar via The Chartered Institute (CII) View full job description
JobCentre Plus 1 year ago
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Financial Planning Administrator jobs in Loughborough

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