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Head of Operations at Financial Planning Corporation LLP
Company Description
For over 40 years, FPC has been helping clients achieve financial independence and provide for their loved ones. FPC offers specialist advice on investment planning, pensions, retirement planning, and more. As a Chartered financial planning firm, we adhere to the highest standards of professionalism and excellence.
Role Description
This is a full-time hybrid role for a Financial Planning Administrator located in Southport. You will be supporting a Financial adviser and Paraplanner with the on-boarding of new and servicing needs of existing clients. You will be responsible for the critical stages of implementing outcomes for FPC's clients as you support our advisers deliver exceptional service for our clients.
The role involves tasks such as supporting financial planners and paraplanners with implementing their recommended advice, preparing documents for Annual Review meetings, setting up product plans and executing fund transactions and communicating with clients. Following a successful probation period, a flexible working arrangement and ability to work from home is possible.
Skills & Qualifications
* Knowledge of Financial Planning Products & providers
* Attention to detail and organizational skills
* Ability to work independently and collaboratively
* Professional certifications are desirable but will form part of your development pathway
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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