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Senior Administrator

Allerton Park Recruitment Solutions
Posted 10 days ago, valid for 8 days
Location

London, Greater London W12 9JB, England

Salary

£40,000 - £48,000 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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  • The position is for a Senior Administrator in a Financial Planning practice, offering a salary range of £35K to £45K plus a discretionary bonus and benefits.
  • The role involves supporting a Director and clients, focusing on business processing, preparing illustrations and paperwork, and proofreading reports.
  • Key responsibilities include extensive client liaison, adviser support, and general administration tasks.
  • The role provides full training, a development program, and opportunities for career growth, including potential progression into Paraplanning.
  • Candidates must be highly motivated with a minimum of three years of relevant Financial Planning support experience.

Administrator - Basic £35K - £45K + Disc Bonus and Benefits.

A successful and high quality Financial Planning practice is looking for an additional Senior Administrator to join their team.

This role will have primary responsibility for supporting a Director and Clients as part of a fully developed Financial Planning team.

Role duties include business processing and monitoring, preparing illustrations and paperwork, proof reading reports and assisting in the preparation of routine advice letters, extensive Client liaison, Adviser support and administration.

This role provides full training and a development program, genuine career growth options (including Paraplanning) and full support with industry exams.

You will need to be highly motivated and have at least three years of relevant Financial Planning based support experience.

Apply now in a few quick clicks

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.