Financial Planning Administrator
Exchange Street Claims & Financial Services
Posted 12 hours ago, valid for a month
Manchester, Greater Manchester M17 1DJ, England
Full Time
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Sonic Summary
- The firm is an influential and award-winning financial planning practice that values remote working, showcasing their trust in staff and commitment to hiring the best talent.
- The position offers a salary of up to £31,000, along with a performance-related bonus of up to 10%, 25 days of holiday, and a 7% pension contribution.
- Candidates are required to have at least 3 years of experience as an administrator in a financial planning practice, ideally with remote working experience.
- The role involves being the first point of contact for clients, preparing planners for meetings, onboarding new clients, and processing new business.
- The firm seeks individuals who view their career as more than just a job and are committed to a modern, client-first approach.