Financial Planning Administrator

  • Location

    Manchester, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £25000 - £27000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2934_1620744736

  • Published:

    about 1 month ago

  • Expiry date:

    2021-06-10

  • Consultant:

    ConsultantDrop

Financial Planning Administrator - Manchester - Financial Planning division of Leading Investment Manager - Salary to £27,000 plus Bonus and Benefits

A leading National Investment Management organisation with offices across the UK currently seeks to recruit an experienced Administrator to join their Wealth Planning team.

As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to HNW private clients. You will be working within a small team consisting of Advisers, Paraplanners and Wealth Administrators. Your role will be to provide both the Senior Paraplanner and Adviser with technical admin support on a daily basis. Duties will include; speaking with clients of the business, liaising with insurers, updating online systems, business processing, working in tandem with the Paraplanner on technical matters, all sales support and other administrative duties where required.

To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market. You should have two years experience as a minimum working within either a Wealth Management or IFA environment.

Candidates will ideally be working toward Diploma although this is not essential. You will be given full training and support to attain further exams and progression within the business will be available.

Salary on offer is negotiable depending on experience and qualifications. They also provide a discretionary bonus and other company benefits including a 6%/6% pension, life cover, healthcare, agile working. Etc.