Financial Planning Administrator

Financial Planning Administrator / Trainee

Acorn Finance is currently working with a financial services organisation on the outskirts of Cardiff. The business is looking to take on a Financial Planning Administrator / Trainee with existing experience who can work their way up the organisation.

This role will involve working closely with the advisers and paraplanners to ensure all financial applications of processed correctly on behalf of their clients.

Salary: £17,000 - £20,000

Location: Outer Cardiff (parking available)

What the role will involve:

* Support the financial advisors in preparing suitability reports for their clients

* Gather financial data & create illustrations using research tools

* Follow up with all applications to ensure all information is obtained

* Utilise their back-office system to prepare files for submissions, creating service cases, creating client records and updating any further information

* Contacting lenders/providers to progress applications

* General office duties including answering the telephone, directing calls, scheduling client appointments and working with advisors to ensure regulated transactions are compliant

What we're looking for:

* Previous experience working within an IFA

* Working towards or completed the Certificate in Financial Planning (CII)

* Excellent academic background

* Good numerical & communicational skills are essential

* Good working knowledge of Word & Excel