Financial Administrator – Permanent£18,000 - £25,000 per annum
Our Loughborough based client is seeking an experienced Financial Planning Administrator to ascertain the the needs of clients and ensuring administration, implementation and compliant processing of financial plans.
Duties will also include completing, processing and maintaining accurate records of clients, attending company events and regular team meetings.
The successful candidate MUST have 2 years financial industry experience, be able to work under pressure and be highly competent in Microsoft Office.
Candidates should have achieved or be 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 Insurance Institute (CII).