Financial Planning Administrator

  • Location

    Rugby, Warwickshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £22000 - £30000 per annum + plus bonus and benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2469_1591093057

  • Published:

    6 months ago

  • Expiry date:

    2020-12-02

  • Consultant:

    David Everingham

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.