Financial Planning Administrator

  • Location

    Worthing, West Sussex

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £23000.00 - £30000.00 per annum + Bonus and Benefits

  • Contact:

    Callum Danaher

  • Contact email:

    cdanaher@mbfitzgerald.co.uk

  • Job ref:

    BBBH2009_1566985720

  • Published:

    about 1 year ago

  • Expiry date:

    2019-09-27

Our client is a well-respected Chartered financial planning business with offices in Worthing, Sussex.

Their current requirement is for an experienced Financial Planning Administrator to join the business to provide support to a team of Senior Financial Advisers. They are also willing to look at more junior candidates who are in a junior or Life administrator position looking to take the step up.

You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As an Administrator you will work closely with a Senior Adviser and Paraplanners.

To be considered for this opportunity you should have previous experience within an IFA or Life business. Candidates will have ideally started their CII exams although this is not a necessity. You can expect excellent support both financially and with training to attain further CII exams. Full training will be provided and you will be looking to progress in the future.

This is a great opportunity to join a forward-thinking company who provide you with training and progression.