Lamb & Associates Independent Financial Planning Ltd

01661 860438           enquiries@lambandassociates.co.uk

Unit 1 Meadowfield Court, Ponteland, Newcastle-upon-Tyne NE20 9SD

Lamb and Associates Independent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 782092. Financial Services Register number 624597.

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Financial Administrator Vacancy

January 29, 2019

An experienced Financial Administrator is required to join our team based at our offices in Ponteland. The successful applicant will have a minimum of 6 months experience in an administrative role within financial services, be personable, professional and highly organised. We will consider either a full or part time position, salary circa £18k per annum pro rata.

 

Duties and responsibilities of the role include:

  • Supporting the Financial Planner

  • Processing new business applications in a compliant manner

  • Updating and maintaining client information on both the back-office system and in client files

  • Ensuring all paperwork is completed accurately

  • Responsibility for keeping the Financial Planner and clients up to date with case progress

  • Obtaining and providing client valuations

 

Applications should be submitted by email to laura.fairley@lambandassociates.co.uk with a covering letter and C.V.

 

#LambAndAssociates #CreateYourFuture #FinancialPlanning #IFA

 

 

 

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