MAGENTA FINANCIAL PLANNING Salary
SUITE 5 NOLTON COURT COURT ROAD BRIDGEND CF31 1BX UNITED KINGDOM
TIN: 10055304
MAGENTA FINANCIAL PLANNING Premium profile inactive Premium profile inactive
Earnings on positions in MAGENTA FINANCIAL PLANNING
MAGENTA FINANCIAL PLANNING is looking for employees for positions:
administrator
Education
- GCSE or equivalent
Responsibility
- to fully understand and be able to efficiently communicate the Magenta purpose to clients and ALL others
- comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
- to maintain client paper and back-office electronic files to a high standard, keeping client records up to date
- to manage in a timely manner all incoming and outgoing post and inform the team accordingly
- to ensure all client files are compliant on an ongoing basis and follow ethical standards
- to prepare all client meeting packs in the appropriate time frame, including updating the LCF on return of client’s information
- develop relationships with existing / new clients to ensure client queries can be dealt with on a day-to-day basis
- ensure all appropriate ‘know your client’ information has been obtained and can be demonstrated within the relevant client file
Requirements
- excellent IT skills and knowledge of Microsoft systems
- good letter writing skills and administration
- excellent organisation skills
- detailed knowledge and understanding of the firm’s record keeping requirements
- detailed knowledge and understanding of the firm’s compliance procedures including record keeping requirements
- excellent interpersonal skills and ability to communicate with people of all levels, internally and externally
- ability to listen and interpret information
- financial Administration: 1 year
Earnings on positions in MAGENTA FINANCIAL PLANNING
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
1750 £