Financial Planning Administrator
Exchange Street Claims & Financial Services
Posted 17 hours ago, valid for a month
Leeds, West Yorkshire LS14 1DZ
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
- This position is with an award-winning financial planning practice that values trust and empowerment in its employees.
- The job offers a salary of £31,000, along with a performance-related bonus of up to 10% of salary, 25 days of holiday, and a 7% pension contribution.
- Candidates should have a minimum of 3 years of experience as an administrator in a financial planning practice, preferably with remote work experience.
- The role involves being the first point of contact for clients, preparing planners for meetings, and processing new business.
- The firm seeks individuals who view their career as more than just a job and are committed to a client-first approach in financial planning.