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Financial Planning Administrator

Capio Recruitment Financial Planning
Posted 20 hours ago, valid for 11 days
Location

Bath, Somerset BA2 2QH, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Financial Planning Administrator position offers a salary range of £22,500 to £26,000 and is based in Bath with a hybrid work model of three days in the office.
  • This role is ideal for individuals looking to start their career in the financial services industry, supporting experienced Advisers and Paraplanners.
  • Candidates should have previous experience in an administrative role, with a relevant degree or experience in financial services considered advantageous.
  • Strong verbal and written communication skills, attention to detail, and a desire to learn and pursue industry qualifications are essential for this position.
  • The company promotes a friendly culture, internal talent development, and offers a robust benefits package as part of their commitment to employee growth.

JobTitle: Financial Planning Administrator

Salary: £22,500 - £26,000

Location: Bath

Type: Hybrid (3 days in the office)

A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.

They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer.

The business is built around having a friendly culture and working together to achieve the best results. Promoting talent internally and offering their employees the best chance of building a career with them.

The Role:

This role is an excellent opportunity for someone looking to kick start their career within the industry. You will be supporting their team of experienced Advisers and Paraplanners to provide a top quality service to all of their clients.

Responsibilities include preparing financial reports, Letters of Authority, liaising with product providers and an abundance of other responsibilities.

The Required Skills:

  • Previous experience working in an administrative position
  • A relevant degree or experience working within financial services would be advantageous
  • Excellent verbal and written communication skills
  • Desire to learn and work towards industry relevant qualifications
  • Strong attention to detail
  • Industry relevant qualifications desirable

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.