MAGENTA FINANCIAL PLANNING  Salary

SUITE 5 NOLTON COURT COURT ROAD BRIDGEND CF31 1BX UNITED KINGDOM
TIN: 10055304

MAGENTA FINANCIAL PLANNING
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Earnings on positions in MAGENTA FINANCIAL PLANNING

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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
1750 £
17%
2041 £

National average salary

2950 £

Average salary in this company

1750 £