Financial Planning Administrator

  • Location

    Ashbourne

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum + plus Bonus plus Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3765_1658758742

  • Published:

    25 days ago

  • Expiry date:

    2022-08-24

  • Consultant:

    David Everingham

Financial Planning Administrator - Ashbourne, Derbyshire - Salary to £30,000 plus Bonus and great Benefits package (potentially negotiable)

A well established IFA practice based in Ashbourne, Derbyshire are currently in the market to recruit an experienced Financial Planning Administrator to join their growing team.

The role:

  • They are looking to recruit an experienced Administrator who can work as part of their experienced Administrative team supporting the company's Financial Advisor's. The role will be to provide full support to the Advisor and act as a first point of contact for clients. This is currently a small but very profitable business and they are keen to increase the level of Advisor support in order to support further growth.
  • Responsibilities will include; processing new business, liaising with providers, LOA's, supporting with client reviews, answering client queries and providing updates etc

Requirements

  • To be considered you must have previous experience within a similar role; you will ideally have worked as an Administrator or PA within a Financial Planning/Wealth Management practice.
  • Other Financial Services Administration backgrounds will be considered, as well as exceptional administrators who are keen to build a career within financial services
  • You must have extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
  • Experience of delivering accurate, relevant and timely information
  • Those with experience of Investment wrap platforms and Intelligent Office would have an advantage

On Offer:

  • The client can offer a competitive basic salary up to £30,000 + good company benefits.
  • They offer a supportive working environment and first class training, you will be supported with any relevant professional exams you wish to take and there will be plenty of opportunities for progression.
  • Flexible working is available 2 days per week with the other 3 in the office (hybrid working0
  • Benefits include; up to 10% matched pension, DIS, PMI, 25 days holiday plus BH