Financial Planning Administrator

  • Location


  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:


  • Salary:

    £20000 - £25000 per annum + Bonus and Benefits

  • Contact:

    Thomas Williams

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Startdate:


  • Consultant:


MB Fitzgerald are working with a well established, Chartered and highly successful Financial Planning practice to recruit an additional Administrator. The organisation has gone from strength to strength over the past 5-10 years, they have experienced considerable growth and are only expecting to grow further.

They are now seeking to recruit an Administrator to join their support function, the role will be providing general support to the overall Financial Planning division and will get involved in all aspects of the advice process. In this role you will be expected to complete and process paperwork, speak with providers and other third parties, update/maintain the internal systems, speak with clients about their accounts and much more.

The ideal candidate will have 6 months + Financial Services experience from an Investments, Pensions, Employee Benefits, Provider/Platform background.

You will be provided with full on the job training, support for market exams and there will be plenty of opportunities to progress as the company grows.