Financial Planning Administrator

  • Location

    Market Harborough, Leicestershire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £20000 - £26000 per annum + Benefits + Bonus

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Consultant:


Financial Planning Administrator - Market Harborough - Leading Financial Planning Organisation - up to £26,000 plus Benefits

A fantastic opportunity for an experienced Financial Services Administrator to join a well respected firm of IFA's based in their Market Harborough head office.

Immediately you'll enjoy a competitive package, a supportive office environment to work within & full training to develop yourself as an individual to future success. Full financial support and study leave is provided to help you progress with market qualifications.

You'll be responsible for providing administration support for the advisory team from day one, so experience within an IFA practice as opposed to a product provider is essential for this role. You should be a skilled Administrator 'ready to hit the ground running.' Responsibilities will include; input and management of data on client database, business submission, client documentation and data entry, client servicing and preparing for client reviews etc.

Ideally, you'll have at least 1 years experience as an Administrator within an Independent Financial Advisory firm, have used Intelligent Office (or similar) before and will have started to study for professional qualifications such as R01. This is a friendly, supportive environment with a growing company where there will be plenty of opportunity to progress in the future.

The business currently have all of their staff working from home but, although there is potential for some flexible working for the right candidate, the plan is to get staff back into their offices as soon as it is safe and practical to do so.