Financial Planning Administrator

  • Location

    Fareham, Hampshire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £32000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2839_1616486117

  • Published:

    about 1 month ago

  • Expiry date:

    2021-04-22

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

A national Investment Management and Financial Planning firm are currently seeking to recruit a Financial Planning Administrator to join their Wealth Management division. The client is an award winning, highly respected business that provide services to clients throughout the UK. They have a number of offices across the UK, this role will be to work out of their offices based close to Fareham - with some home working.

Their requirement is for a Financial Planning Administrator to work alongside the Paraplanners to help provide an exceptional service to the firms clients and Financial Advisers. You will be responsible for full administration; therefore you must have experience within a similar role. You will ideally be studying for the Diploma in Financial Planning and will have a couple of relevant exams.

The client is offering a highly competitive basic salary plus bonus and excellent benefits including a generous holiday allowance. You will be given full training, support and help with market exams.