Financial Planning Administrator
Exchange Street Claims & Financial Services
Posted 13 hours ago, valid for a month
Birmingham, West Midlands B27 6QS, England
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
- The firm is an influential financial planning practice offering a salary of up to £31,000 along with a performance-related bonus of up to 10%.
- Candidates should have at least 3 years of experience as an administrator in a financial planning practice.
- The role involves being the first point of contact for clients and preparing planners for meetings, ensuring no two days are the same.
- Experience working remotely is preferred, as the firm values self-starters and conscious workers.
- The position offers opportunities for progression and requires quarterly meet-ups in the South West of England.