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Financial Administrator with a route to Paraplanner, Milton Keynes, £23,000- £28,000, hybrid working

Financial Divisions
Posted 3 days ago, valid for 16 days
Location

Milton Keynes, Buckinghamshire MK10 9QA

Salary

£25,000 - £38,400 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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  • An exciting opportunity has arisen for a Financial Administrator with an independent financial advice business in Milton Keynes.
  • The role requires at least 6 - 12 months of experience in a wealth planning firm and offers a basic salary between £23k - £28k, depending on experience.
  • The position includes full study support to level 4 diploma and allows for hybrid working, with 2 to 3 days in the office each week.
  • Candidates should ideally have knowledge of platforms such as Fidelity, Aviva, Royal London, and Prudential.
  • This role provides a secure and rewarding career path with potential for growth, including a route to becoming a Paraplanner.

Basic salary + Full study support to level 4 diploma, hybrid working

An exciting position has risen with my client who is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Berkshire and Wiltshire. The business has 3 Advisers and overall, 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions. The business has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. They have no aspirations to be acquired by a national consolidator and PE firm.

The Managing Director is creating a brand-new role within the business for a Financial Administrator with at least 6 - 12 months of experience. They are open to recruiting a junior candidate or an experienced individual who is well versed on end-to-end admin in a wealth planning firm. The role will be based in the office 2 or 3 days per week in Milton Keynes and you support the 2 highly established Advisers who have been in the industry for many years. You will ideally have knowledge of several platforms such as Fidelity Aviva, Royal London, Prudential etc.

My client is very open with regards to what they can offer a candidate career-wise including a route to being a Paraplanner if you prefer. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £23k - £28k basic salary depending on your experience levels.

If this role sounds of interest or any other roles, I am working on please get in touch. For more details, please contact Sam at FD.

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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.