Financial Planning Administrator

  • Location

    Loughborough

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £18000 - £25000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1180_1634219108

  • Published:

    about 2 months ago

  • Expiry date:

    2021-11-13

  • Consultant:

    ConsultantDrop

Financial Planning Administrator - Loughborough - Salary negotiable plus benefits - Flexible working

A fast growing Chartered Financial Planning business in Loughborough, Leicestershire, currently requires an experienced Sales Support Administrator to join their friendly, professional team.

The role:

  • Supporting the firm's Chartered Financial Planners, you will be responsible for processing business, supporting the Paraplanners, updating the database, liaising with providers and general office administration.
  • You'll have regular client contact, booking in meetings and answering general day to day queries.
  • You will be working in a team with the another Administrator and a Paraplanner, working together to support your Financial Adviser.

On Offer

  • There will be plenty of opportunity for progression as the company grows and you will also be supported with study towards the Diploma Financial Planning.
  • You will be provided with a competitive salary and package and will have the chance to work in a friendly, supportive environment.
  • Opportunities to progress into Paraplanning, Management, into the Investment team or other areas of the business
  • 7% Pension contribution, 25 days holiday plus BH, buy and sell holiday etc
  • Flexible working options