Join a leading national financial planning and asset management business that is recognised for its innovation, success and strong growth. This is an exciting opportunity to be part of a forward-thinking company that offers a supportive and rewarding working environment.
We are looking for an experienced Financial Planning Administrator with at least two years experience in a similar position to become a key member of the team. In this role you will provide first-class administrative support to a group of highly qualified Paraplanners and Financial Planners, ensuring the efficient processing of client business from start to finish. You will prepare and maintain client records, process new business applications, handle valuations, liaise with providers, prepare meeting packs and support with client reviews – this position will also have regular client contact.
You will be someone who enjoys building strong relationships and delivering a high standard of service at all times.
The company is proud to offer a market-leading package that includes:
- Basic salary up to £37,000
- Discretionary annual bonus
- Very generous holiday allowance plus additional leave
- Excellent pension scheme
- Private Medical Insurance
- Life Assurance
- Hybrid working arrangement
- Ongoing training and professional development support, including sponsorship for industry qualifications should you wish to pursue them
This is a fantastic role for someone who wants to work in a dynamic and growing business where you can develop your skills, work with talented colleagues and enjoy a supportive culture.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
