Job Details

Job description

This Financial Planning Administrator job is available for individuals keen to pursue their career within financial services.

As a Financial Planning Administrator, you will be actively supporting their busy Financial Advisors. You will be provided with client factfinds and meeting notes and given the following responsibilities:

• Identifying missing information and then obtaining it
• Undertaking research for appropriate financial planning solutions
• Drafting suitability reports for the Financial Advisor to finalise
• As your skills and experience develop, you will take on more responsibility / technical tasks

Financial Planning Administrator Requirements

• Ideally, you should have experience within financial services
• You should be qualified to A-level standard or equivalent (Level 3)
• You should have a proactive approach to work

The Company

This respected financial advisory business places client relationships at the heart of their business and have a strong ethos to provide high quality financial advice and bespoke wealth management. As a business, they write high levels of advice whilst maintaining a friendly approach.

Career Development

Our client supports career development and have successfully achieved this for a number of their current team members. If you would like to obtain your Diploma qualifications, they would support you to obtain this, with progression to become a Paraplanner or Financial Advisor.

Financial Planning Administrator Benefits

• Salary of £23,000
• Pension scheme, private health care and generous holidays
• Office based role free parking available
• Normal office hours (35 hours per week) of Monday to Friday, 9am to 5pm
• Being a key part of a small and successful team, that work closely together to achieve fantastic results

Locations

• Shrivenham
• Broadstone

Call us now on 0208 0044 154 or click Apply

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