Senior Administrator

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
  Advisors
• 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
  parties
• Managing diaries for the Financial Advisors
• Managing the leads / enquiries and allocating to relevant Financial
  Advisors
• Supporting the full advice cycle for clients
• Identifying missed opportunities and prompting the Advisors where
  required

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
Requirements

• 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
Benefits

• 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. 

Location

Newport, Shropshire

Call us now on 0208 0044 154 or click Apply

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