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Northampton, Northamptonshire
Financial planner
Financial Planning Administrator

Financial Planning Administrator

Heat Recruitment

Posted a month ago, valid for 7 days

Northampton, Northamptonshire NN68AX, England

£28,000 - £33,600 per annum

Full Time

Retirement Plan

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Sonic Summary

The Financial Planning Administrator position is available in Northampton, offering a salary of up to £28,000.
The role involves providing high-quality technical administration and analytical support to Financial Planners in a growing National Financial Services Practice.
Candidates are expected to process and monitor complex business transactions for both new and existing clients.
The company supports career progression and offers benefits such as 25 days of holiday, a pension scheme, and flexible working options.
Applicants should have relevant experience in financial planning or administration, although the specific years of experience required are not mentioned.

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

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