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Financial Planning Administrator

recruitment22
Posted 5 days ago, valid for 25 days
Location

Bury, Lancashire BL8 1JJ, England

Salary

£24,000 - £28,800 per annum

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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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  • A Financial Planning Administrator is sought for a position in Bury, offering a salary between £35,000 and £40,000.
  • The role requires candidates to have experience in providing support to Financial Advisers, including processing new business and managing client requests.
  • The company supports employees pursuing the Level 4 Diploma in Regulated Financial Planning, although this is not mandatory.
  • Benefits include a discretionary bonus, pension contributions, paid overtime, and private medical insurance, among others.
  • Candidates must have relevant experience to be considered for this opportunity.
Financial Planning Administrator Vacancy - £35,000 to £40,000 – Bury (Office Based)  A Financial Advisers in Bury are keen to bring an experienced Financial Planning Administrator into the a team. The team itself is a group of hardworking and experienced individuals who pull together to ensure the Financial Advisers receive the best possible support, and their clients receive the best possible service. If you would like to work towards passing the Level 4 Diploma in Regulated Financial Planning the business will support this, if you don't wish to do any studies then that's fine too. The benefits include:
  • Discretionary bonus after 12 months
  • Pension Contributions of 3%/5%
  • Paid overtime
  • 20 Holidays + Bank Holidays + Birthday off + Holiday purchase scheme and increasing allowance over time
  • Private Medical Insurance
  • DIS x 3 salary
  • Paid for staff events
  • Exam support
When successful you will provide dedicated support to the Financial Advisers which will include processing new business, fund transfers, switches and withdrawals, as well as preparing the meeting packs, valuations, illustrations and liaising with and actioning requests from with clients and 3rd parties.You will need to demonstrate experience doing all of the above to be considered for this opportunity.

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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.