We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff.
They are looking to recruit a Financial Planning Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients.
The role:
- Provide vital administrative support across financial planning operations.
- Ensure the smooth delivery of services to clients.
- Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail.
Who we are looking for:
- Previous experience within a financial services company is essential.
- Ideally, experience in financial planning, though candidates from pensions, investments, platforms, banking, or related sectors will also be considered.
- Strong organisational, communication, and administrative skills.
- A proactive and adaptable approach, with the ability to manage multiple priorities.
What’s on offer:
- Basic salary up to £33,000
- Discretionary bonus
- Hybrid working: 3 days in the office, 2 days from home
- Excellent company benefits
- Ongoing professional development
Join an award-winning, industry-leading team with opportunities for growth and recognition.
If you are looking to advance your career in financial services and want to work for a company that values both excellence and its people, we would love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
