Financial Planning Administrator

Financial Planning Administrator

Location - Exeter

Salary £26,000 - £32,000

Duration: Permanent, Full time or Part Time

We are working with an IFA firm based in Exeter who are looking to bring on a Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.

The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.

This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

What’s on offer?

• Salary up to £32,000
• 25 days annual leave + Bank Holidays
• Discretionary Annual bonus
• 35 hour working week with flexible start times
• Study Support and Sponsorship through financial planning exams

What’s Next?

If you are interested in the Financial Planning Administrator position then apply now!

One of our consultants will reach out within 24 hours if you match the requirements.

Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration