Financial Planning Support Administrator

Financial Planning Support Administrator

• Have you got a background in financial planning, if pension schemes even better?
• Would you like to transfer your knowledge away from a corporate environment?
• Do you want to be part of a small, friendly, positive and really supportive team?
• Are you looking for a part-time role (3-4 days a week)?
• Do you live within a sensible commute to Reigate for your office-based days?

Having met with them recently, we guarantee that if you’re looking to tick off the above points, this really will be the perfect role for you. 

You’ll be part of a great team that support the Advisors, in all their administration needs.

There will be:

• Lots of client contact – mainly over the phone and email, but some face to face as well, as their clients enjoy the more family feel service this client provides.
• Appointment and meeting organisation – so you’ll need to be happy juggling diaries for colleagues and clients alike.
• A need to collate all information for meetings, presenting professional and client friendly portfolio information and details.
• The chance to get involved in projects that crop up from time to time.
• Real team working - they regularly all pull together to support each other to get deadlines and client requests met.
• Fully supported route towards professional qualifications – fully funded study and exams in whatever direction you may want to move in.
• Full training programme with Operations Manager and wider team.

Details & benefits:

• £25,000 to £35,000 per annum (dependent upon experience)
• Hours are 9:00-17:00, Monday to Friday (Hybrid working introduced after settling in period of 3 months)
• 23 days annual leave plus bank holidays + Birthday
• Fully funded training support including funded industry qualifications, exam bonuses and mentor support for studies.
• Annual salary and bonus reviews
• Quarterly work events

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Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

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Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.