Financial Planning Administrator

  • Location

    Preston, Lancashire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £18000 - £25000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2167_1573643413

  • Published:

    11 months ago

  • Expiry date:

    2019-12-13

  • Consultant:

    #

MB Fitzgerald are currently working with a leading wealth management and employee benefits organisation who have offices across the UK. They are currently looking for an experienced Financial Planning Administrator (Client Relationship Manager) to join them in their Preston offices.

You will be providing administrative support to the company's Financial Planners and their clients, being a main point of contact within the company for a portfolio of SIPP and SSAS clients, dealing with all aspects of client affairs within agreed procedures and regulations.

Candidates must have previous administrative experience, having worked in a similar role at a Financial Planning or Wealth Management business recently. A strong knowledge of financial services products, specifically pensions (ideally SIPP and SSAS) is essential.

On offer is a generous package including benefits such as pension, life insurance, income protection, group share sheme etc. You'll enjoy support towards professional development, studies and progression within the company who have a culture of looking after their staff and promoting from within.