Senior Financial Planning Administrator

  • Location

    Bridport

  • Sector:

  • Salary:

    £25,000 - £35,000 + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    21 days ago

  • Expiry date:

    2021-09-30

  • Consultant:

    Thomas Williams

MB Fitzgerald are working with a boutique and very successful Financial Planning organisation to recruit a Senior Administrator. Due to an existing member of staff retiring the client is looking to recruit an experienced individual who can undertake a full administrative role.

This role will involve supporting the firms Paraplanners, Financial Advisers & Directors, it will also have some overall responsibility for the management of the practice. The client is looking for an experienced candidate who can hit the ground running, you MUST have experience within a similar role.

You will work closely with the whole team, particularly the Paraplanner who you will support. They are a close knit & friendly team with an excellent working culture/environment. The client offers flexible working, you will be able to work a few days from home and the rest in the office - once you have learned the systems and the way the client works there is the potential for this role to have more flexibility.

There is the opportunity for this role to evolve into a management position in the near future. They are offering a very competitive basic salary to £35,000 but there may be some flexibility dependant on experience, qualifications etc.