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Senior Financial Planning Administrator

Recruit UK
Posted 16 hours ago, valid for 10 days
Location

Mansfield, Nottinghamshire NG190LT, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

Health Insurance

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 Senior Financial Planning Administrator position is available in Mansfield within the financial services industry, offering a salary of up to £30,000.
  • Candidates should have a minimum of 3 years of experience in financial planning and ambitions to move into management.
  • The role involves providing administrative support to financial advisers and includes opportunities for progression into management responsibilities.
  • Benefits include a performance-related bonus, a competitive pension plan, health insurance, and funding for professional exams.
  • Recruit UK is committed to promoting equality, diversity, and inclusion throughout the recruitment process.

Job Title: Senior Financial Planning Administrator

Industry:?Financial Services?

Location:?Mansfield?

Salary: Up to £30,000

Job Reference:?9338

Job Description:

Are you an experienced financial planning administrator looking to advance your career with a highly respected firm?

Looking to take the next step in your career with clear opportunities for progression into management?

Recruit UK is excited to be working with a well-established, award-winning financial planning firm in Mansfield. This is a great opportunity for a Senior Financial Planning Administrator to join their team.

The firm is focused on helping clients build secure and successful financial futures by offering responsible and effective financial solutions. In this role, you'll provide key administrative support to financial advisers, enabling them to deliver excellent client service.

There’s also a clear route to management, where you'll take on responsibilities like overseeing workflow, conducting one-to-ones, and providing training to team members as you continue to grow in the role.

If you're looking for a rewarding opportunity to grow your career in a supportive and dynamic environment, we want to hear from you!

Benefits:

  • Salary up to £30,000 (a higher salary can be negotiated for the right candidate).
  • Performance-related bonus.
  • Highly competitive company pension.
  • Health insurance.
  • Funding for professional exams.
  • Hybrid working and flextime.

Skills and experience required:

  • 3+ years of experience working in financial planning.
  • Ambitions to step into management.
  • CII Level 3 Certificate Qualification, or working ?

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a wealth management firm based in Mansfield on a Senior Financial Planning Administrator role.?

Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.??
  • Start every journey with a conversation to find out about you in-depth.?
  • Provide honest feedback on where you fit in the jobs market.?
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.?
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.?
  • Cover the whole of the UK with a local touch through our regional teams.?
  • Never pester you.?

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and 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.