Senior Financial Services Administrator

Recruiter
Anonymous
Location
Birmingham
Salary
23000.00 - 28000.00 GBP Annual + GBP23000 - GBP28000/annum
Posted
12 Jul 2017
Closes
24 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Team Support Midlands are pleased to be recruiting on behalf of their client for a Senior Financial Services Administrator/Paraplanner to join their growing team on a permanent basis based in Edgbaston.

Parking on site is available

Mon - Fri 9-5pm with 1 hour lunch

Salary: Upwards of GBP23k per annum DOE

Role: Report writing: preparing full client financial planning reports and fund switch/review reports

Complete research including performance/charges information/illustrations

Complete relevant tax calculations i.e. CGT/IHT/Chargeable Events

Due Diligence and Central Research records maintained for business and kept up to date

Ensuring suitability templates up to date in line with changes in legislation/allowances etc.

Some new business processing

Valuations issued to clients

Experience and Qualifications: Ideally you will be educated to or working towards Diploma Level 4 qualification

Previous Financial Services Administration experience is essential

Systems: Ideally you will have experience of Platform/Wrap use, Intelligent Office, Selectapenstion