Financial Planning Administrator

i2i Recruitment Consultancy

Posted 2 days ago, valid for 6 days

Cheltenham, Gloucestershire GL544NB, England

Full Time

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Sonic Summary

The Financial Planning Administrator position offers a salary range of £28,000 to £33,000, depending on experience and qualifications.
Candidates must have strong proficiency in Microsoft Office Suite and ideally be working towards a Level 4 Diploma in financial planning.
The role involves providing administrative and operational support to the Financial Planning department, requiring attention to detail and excellent organizational skills.
Key responsibilities include data entry and analysis, client service, and assisting the Paraplanning team.
Applicants should have relevant experience, although specific years of experience are not stated in the job description.

Job Title: Financial Planning AdministratorWhat’s in it for you?Exam Support28 days of holiday (excluding bank holidays)Spring and Christmas parties£28-£33k, depending on experience and qualificationsMust have’sStrong proficiency in Microsoft Office Suite (Word, Excel, Powerpoint, Outlook)Nice to have’sWorking towards Level 4 Diploma in financial planningKnowledge of financial planning principles and terminology is a plusSo what will you be doing?The Financial Planning Administrator plays a crucial role in supporting the Financial Planning department by providing administrative and operational assistance. The role requires a strong attention to detail, excellent organisational skills, and a proactive approach to problem-solving. You will be assisting the Paraplanning team with the following:Helpful ExtrasHours are 9am-5pmKey Responsibilities:

Administrative Support
Operational Support
Data Entry and Analysis
Client Service

Our mission of 'Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it’s successful.

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