Home
Sale
Financial planner
Financial Planning Administrator

Financial Planning Administrator

Exchange Street Claims & Financial Services

Posted 20 days ago, valid for 6 days

Sale, Cheshire M33 7SZ

£30,000 - £36,000 per annum

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

The firm offers a flexible work environment, allowing employees to work from home two days a week and choose their hours between 8-4 or 9-5.
The salary for this position is approximately £30,000, and it includes benefits such as a pension, Private Medical Insurance (PMI), and life assurance.
Candidates are required to have at least 12 months of experience as an administrator in a financial planning firm.
The role involves supporting two senior financial planners, processing new business, preparing meeting packs, and liaising with clients.
Knowledge of Intelligent Office and experience with platforms like Dynamic Planner are beneficial but not mandatory.

The phrase "work-life balance" has been around for years now. But not every company has got the memo.There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff.Not here. At this firm you can choose to work from home two days a week. And not only do you get to choose whether 8-4 or 9-5 suits you best, it's a business where you're not expected to work extra hours as a matter of course. You show you care through your conscientiousness, not the hours you're in the office.All this doesn't just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you'll get on with your job to the best of your ability whether you're in the office or not.Alongside that there's scope for development if you want it - the firm will pay for exams and support you into paraplanning. And the financial package is a good one. Salary is to c£30,000 and it comes with a pension, Private Medical Insurance (PMI) + life assurance.As for the job itself it's as you'd expect. You'll work on a small team supporting two senior financial planners. You'll process new business, prepare meeting packs and deal with LoAs/providers. Alongside that you'll manage suitability report templates and liaise with the firm's clients. HERE'S WHAT YOU'LL NEED:You'll have experience of working as an administrator in a financial planning firm.You don't need years and years of experience though. Just an initial 12 months so that you have had a good grounding. Intelligent Office knowledge would be beneficial. As would experience of using platforms and Dynamic Planner.-----------------------------------------------------------------------------------------It's time you had the trust and choice you deserve so click apply. If you don't have a CV just send us a way of contacting you and we can get to the CV later.Everyone will receive a response.

Apply now in a few quick clicks

Financial Planning Administrator

Financial Planner

Trainee Financial Planner

Junior Financial Advisor