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Financial Planning Administrator - £30k - £40k + benefits - Work with a high billing adviser

Financial Divisions
Posted a month ago, valid for 6 days
Location

London, Greater London EC2V 7WS, England

Salary

£30,000 - £40,000 per annum

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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  • Job Title: Financial Planning Administrator
  • Salary: £30,000 - £40,000 basic salary + discretionary bonus
  • Experience: Over 30 years of operating
  • Location: City of London (near Bank tube station)
  • Requirements: Must have experience in administering pensions, investments, tax planning, IHT planning, protections, and cashflow modeling.

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tvm-parent-container">Financial Planning Administrator£30,000 - £40,000 basic salary + discretionary bonusWork in the pod of a high billing adviserAdviser solely manages c.£200m AUMOffices in the City of London (near Bank tube station)My client is a Chartered independent wealth planning business with offices in Central London who have been operating for over 30 years. They have an excellent reputation providing very solid financial advice to City professionals, families, business owners retirees and accumulators. Many fall into the HNW category over £1m of assets to invest. This business has a team of highly experienced Chartered Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering.The top billing advisers work in a pod system. One of the highest billing advisers is seeking a brand-new Financial Administrator who can offer end to end administrative support. This adviser manages c.£200m AUM on their own so there are a huge number of clients to be serviced. The role will be administering pensions, investments, tax planning, IHT planning, protections and cashflow modelling. The role will be office based in the City of London but you can WFH are passing probation or sooner if you prove yourself. This role will suit a career administrator who doesn't aspire to take on a technical role or progress. My client are looking to offer circa £35,000 - £40,000 basic salary plus a comprehensive benefits package and bonus. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.

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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.