Financial Planning Administrator

A full time Financial Planning Administrator is required for a busy independent solicitors in Farnham. You will be responsible for processing all work arising from independent advice given to clients of the firm and assisting the Head of Financial Planning with the development of the Department’s research, compliance and administration structures. The role will involve but not be limited to:

Facilitating the existing client management process

• Organising quotations and illustrations
• Compiling fund research and comparison spreadsheets
• Preparing report enclosures
• Liaising with clients and product providers
• Assisting with marketing campaigns
• Preparation of letters and correspondence

The suitable applicant will have previous experience working as a Financial Planning Administrator or similar as well being CF1-5 qualified. Knowledge and experience of using investment platforms and or First Software is advantageous. A good working knowledge of Excel and Word is essential.

In return you will receive a Salary: £26,000 – £26,400 per yearand free parking. After successful probationary period you will also be entitled to Death in Service 3 times your salary, Subsidised legal costs and Stakeholder pension.

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