Financial Planning Administrator

Taunton, United Kingdom | Permanent, full-time
| £22,000 - £25,000 per annum
Ref: MB145 (2 weeks ago)
Industry: Financial Services
Location: Taunton Town Centre (parking available on-site)
Salary: £22,000 - £25,000 per annum
Work Hours: 09:00 – 17:00 (45-minute lunch)
Holiday: 22 days per annum plus bank holidays. Rising to 25 days upon completion of 5 years’ service

A fantastic opportunity has arisen for a Financial Planning Administrator to join a highly successful award-winning independent firm of Chartered Financial Planners in Taunton. 

Key responsibilities of the role will include:
· Preparing new client packs and setting clients up on the CRM
· Preparing letters of instruction and Letters of Authority to Providers
· Calling Providers to collect or chase policy information
· Maintaining client data on the CRM and informing providers where appropriate
· Preparing client enclosures for Suitability letter and Policy recommendations
· Collecting data for and preparing monthly policy summaries

Our client is highly respected in the industry and are well known for their impressive staff retention and engagement. With a salary of £22,000 - £25,000 per annum and a fantastic benefits package which includes 22 days annual leave plus bank holidays, rising to 25 days upon completion of 5 years’ service, Private Medical, Life Insurance as well as the potential for a discretionary bonus twice annually, this is one of the most comprehensive benefits packages on the market.

To express an interest in this truly fantastic opportunity, please submit your CV immediately for consideration.

Change Recruitment Services Limited provides services as an Agency and an Employment Business. Change Recruitment Services Limited is committed to equal opportunities for all candidates.

Taunton, United Kingdom

Map showing Taunton, United Kingdom