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Financial Planning Administrator

Financial Planning Administrator

mbf.

Posted 12 hours ago, valid for 23 days

London, Greater London EC2V7NQ, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

The Financial Planning Administrator position is based in London with a hybrid work model of 3 days in the office and 2 days from home.
The role requires a minimum of 2 years of experience in a Financial Planning business, providing support to Financial Advisers.
The salary for this position ranges from £32,000 to £38,000, depending on the candidate's experience.
The firm offers an annual discretionary bonus along with an exceptional benefits package.
The ideal candidate should possess strong organisational and communication skills and be committed to staying in the role for at least 2 years.

Financial Planning Administrator

Location: London (Hybrid: 3 days in the office, 2 days from home)

We are partnering with a highly regarded professional services firm based in London to recruit a Financial Planning Administrator.

About the Firm: This firm is known for its comprehensive range of services, including accounting, tax advisory, and consulting solutions. They are committed to creating a positive and engaging work environment and place significant emphasis on their private client and financial planning arm.

Financial Planning Division: The Financial Planning division is dedicated to providing comprehensive financial planning and advisory services to individuals, families, and businesses. This division focuses on helping clients navigate complex financial challenges, plan for the future, and maximise their financial well-being.

Role: The firm is currently seeking a Financial Planning Administrator to join their team and support the Financial Planning Directors & Financial Planners. This role is crucial in bolstering the existing support function within the division.

Ideal Candidate:

2+ years of experience working within a Financial Planning business, providing support to Financial Advisers.
A commitment to remain in this role for a minimum of 2 years.
Strong organisational and communication skills.

Package:

Salary: £32,000 to £38,000 (depending on experience)
Annual Discretionary Bonus
Exceptional Benefits Package

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