Administrator (Business Review Team)
Full job description
Interaction Recruitment
Salary: £30,000 – £60,000 per year
Location: Norwich
Role: Administrator (Business Review Team)
Salary: Dependent on Experience
Our client is a prestigious financial planning firm who are currently recruiting an administrator to provide administrative and compliance support to their directors, consultants, and clientele, along with providing market research, report production, client liaison, valuations, analytic data calculations.
All administration is to be undertaken under the requirements of the FCA and the firms procedures and precedents.
Administrative duties will include, but are not limited to:
-Maintaining systems
-Ensuring compliance is kept up to date for their active client base
-Producing draft recommendation reports to the highest possible standards
-Ensuring recommendations do not result in tax liabilities
-Managing and prioritising your workload
-Pre-completing instruction forms
-Valuations
-Fund and market research
You will be using:
-IRESS
-Watermark
-Analytics
-Dynamic Planner
-Microsoft Office
-Exchange
Therefore previous experience in these is advantageous. Previous experience in financial planning is highly desirable, along with auto-enrolment and Back Office Systems.
You must be working towards, or aiming to work towards a level 4 CII qualification such as RO1-RO6 or the IFS (DipIFA)
To apply for this job please visit definitejobs.co.uk.