Senior Administrator

Job Details

Reference ID 1572
Vacancy Location Newport, Shropshire
Job sector
Job type
Remuneration Salary of £25,000 - £30,000 depending on experience


This Senior Financial Planning
Administrator job in Newport, Shropshire is ideal for an individual with
experience as an Administrator within a financial planning firm and has some leadership experience

As a Senior Financial Planning
Administrator you will be focused on providing full administrative support to
the team of Financial Advisors. You will be undertaking a mixture of technical
tasks and relationship management duties some of which include:

  • Acting a main liaison between the Paraplanners and Financial
  • Obtaining required information on behalf of the Financial Advisor
  • Process new business cases
  • Acting as a primary point of contact for clients and other third
  • Managing diaries for the Financial Advisors
  • Managing the leads / enquiries and allocating to relevant Financial
  • Supporting the full advice cycle for clients
  • Identifying missed opportunities and prompting the Advisors where

You will be joining a team of
20, who enjoy working closely together to achieve the best outcomes for
clients. This role is available due to internal progression.

Senior Financial Planning Administrator

  • Ideally will have some experience working as an Administrator
    within a Financial Planning practice
  • Candidates holding industry qualifications would be beneficial, but
    not essential
  • Candidates with experience of working within small / medium teams
    would be beneficial
  • Ideally, you should have some experience of leading / managing a small team
  • You should live locally to Newport, Shropshire

The Company

This local financial services
firm has strong internal and external partnerships, enabling them to provide
excellent service to clients. The team enjoy working collaboratively together
whilst also undertaking their own individual tasks as well.

Senior Financial Planning Administrator

  • Salary of £25,000 – £30,000 depending on experience
  • Office based role, with potential to consider working from home
  • 35 hours per week, Monday to Friday
  • Joining a friendly, supportive team
  • Career progression is highly rewarded at this company therefore
    individuals looking to progress would be ideal for this company. 


Newport, Shropshire

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the
information contained in our adverts including any salary, benefits or on
target earnings are accurate, we give no representation or warranty in respect
of such information. No liability is accepted by Premier Jobs UK for any loss
or damage which may arise out of any person relying on or using any information

Apply for this Job
* Allowed file types: docx, doc, pdf, and txt