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Senior Financial Planning Administrator

Senior Financial Planning Administrator

James Phillip Financial Recruitment

Posted 2 days ago, valid for 23 days

Norwich, Norfolk NR8 6PW, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

A leading Chartered IFA brokerage is seeking an experienced FP support to join their busy team.
The role involves supporting Paraplanners and Chartered advisers, along with day-to-day administration tasks.
Candidates should have a minimum of two years' experience as an IFA administrator or in investment administration.
The position offers an excellent salary, benefits, and a clear career path.
The company is known for its fantastic culture and atmosphere.

Fantastic opportunity.

A leading Chartered IFA brokerage is currently seeking an experienced FP support to join their busy and growing team.

You will be working as part of a team supporting the Paraplanners and Chartered advisers.

Additional duties will include day to day administration i.e. processing new business applications, chasing outstanding information, research reviews and renewals, valuations and dealing with external companies.

The ideal candidate will be working as an IFA administrator currently with two years+ experience and be looking for the next move in their career. Happy to also look at investment administrators.

Excellent salary, benefits and career path on offer and fantastic company culture and atmosphere.

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