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Financial Planning Administrator

Heat Recruitment
Posted 18 days ago, valid for 10 days
Location

Northampton, Northamptonshire NN68AX, England

Salary

£20,000 - £30,000 per annum

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Contract type

Full Time

Retirement Plan

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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  • Job Title: Financial Planning Administrator
  • Location: Northampton
  • Salary: up to £28,000
  • Experience Required: Not specified
  • Benefits: 25 days holiday plus bank holidays, pension scheme with 5% employer contribution, career progression opportunities, two paid study leave days per exam and study support, flexible/hybrid working (following successful probationary period), company socials/events, health and wellbeing support, cash plan, income protection

Financial Planning Administrator - Northampton - up to £28,000The opportunity for a Financial planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients.

The Opportunity

During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will be responsible for processing and monitoring complex business, both new and existing. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

Benefits

• 25 days holiday plus bank holidays• Pension scheme with 5% employer contribution• Career progression opportunities• Two paid study leave days per exam and study support• Flexible/hybrid working (following successful probationary period)• Company socials/events• Health and wellbeing support• Cash plan• Income ProtectionWhat’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support

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.