Financial Planning Administrator

  • Location

    Northampton, Northamptonshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £28000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2966_1622036875

  • Published:

    29 days ago

  • Expiry date:

    2021-06-25

  • Consultant:

    David Everingham

Financial Planning Administrator (Client Relationship Executive) - Northampton - Flexible Working - Salary negotiable up to £28,000 plus Benefits - Chartered Financial Planning Organisation

MB Fitzgerald Recruitment are currently working with a Northampton based firm of Chartered Financial Planners who are looking to recruit an experienced IFA Administrator.

The business are well established in the area and are known for providing high quality, holistic financial planning advice to HNW individuals. They have a busy team who are growing and this position is in addition to an experienced Paraplanner and Financial Planner hire which they have recently made.

You will develop long term relationships with the firm's clients and support their Financial Advisers and Paraplanners with client servicing and administrative functions, work alongside the Paraplanners and Financial Planners, ensuring that clients continue to receive a first class service. This includes processing new business and liaising with external providers regarding new and existing clients. Other duties include; Preparing client valuations, Carrying out research, LOA's, maintaining the CRM system.

We are looking for an experienced Financial Planning Administrator who has previously worked in an Administrator role for a business providing fee based financial advice in the UK in the areas of Pensions, investments, protection, IHT etc. The company are highly service orientated and as such are keen to find a candidate who takes pride in their work and always puts the client first.

We are looking for someone to work 5 days per week but our client is happy to consider someone working either full time or slightly reduced hours (ie 9am-3pm). The business are also open to offering some degree of flexibility around home working.

On offer is a competitive salary, neotiable depending on experience and qualifications between £20K-28K plus company benefits. As a growing business they can also offer potential for progression within their growing team and exam support for those wishing to study for the Diploma Financial Planning.