Senior Financial Planning Administrator - Rugby - Leading Financial Planning business - Salary up to £30K depending on experience - We are currently making a shortlist for this vacancy which will go live by the end of June
MB Fitzgerald Recruitment are currently working with a trusted client of ours who are preparing to launch a new vacancy before the end of the month. The role will be a Senior Financial Planning Administrator position, supporting the company's Financial Adviser's and helping them provide a first class service to their clients.
Candidates will be responsible for; new business processing, liaising with clients and providers, LOA's, meeting packs, typing etc as well as assisting with some report writing duties.
We are looking for a very experienced Administrator from a financial planning background. You should have a good knowledge of financial services products and those who have obtained some qualifications would have an advantage.
On offer is an ideal opportunity for a local candidate to join a small but busy, friendly working environment. The company are financially stable despite covid and are keen to make a long term hire.