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Senior Financial Planning Administrator

WEALTHLINK RECRUITMENT LTD
Posted 7 hours ago, valid for 11 days
Location

Nottingham, Nottinghamshire NG42QU, England

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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  • The Senior Financial Planning Administrator position is located in Nottingham and offers a salary between £28,000 and £34,000.
  • Candidates must have at least 3 years of IFA Administration experience to qualify for the role.
  • The role involves working closely with Financial Advisers on various financial products including Investments, Pensions, Mortgages, and Protection cases.
  • This position allows for hybrid work, requiring 3 days in the office and 2 days working from home, along with 25 days of annual leave and a discretionary annual bonus.
  • The company also offers study support and sponsorship for candidates pursuing the Level 4 diploma in Financial Planning.

Senior Financial Planning Administrator

Location - Nottingham, 2 days work from home per week

Salary £28,000 - £34,000

Duration: Permanent, Full time or Part Time

We are working with an IFA firm based in Nottingham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.

The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.

This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. 3+ years IFA Admin experience is required to be considered for the Senior Financial Planning Administrator position.

What’s on offer?

  • Salary up to £34,000
  • Hybrid work 3 days in the office, 2 days at home
  • 25 days annual leave + Bank Holidays
  • Discretionary Annual bonus
  • 35 hour working week with flexible start times
  • Study Support and Sponsership through financial planning exams

What’s Next?

If you are interested in the Senior Financial Planning Administrator position then apply now!

One of our consultants will reach out within 24 hours if you match the requirements.

Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration

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.