Financial Planning Administrator

1 week ago


Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time
IFA Administrator / Financial Planning Administrator / Wealth Management / DipPFS / CII / Sales Support / Client Services / Wealth Planning / Business Support / Client Support / Financial Advisers / Advisors / IFA / DipFA

Location -Market Harborough, UK

Salary -up to £25,000 dependent on experience

Duration -Permanent, full time
A national wealth management practice are looking to bring in an Financial Planning Administrator to assist in providing administration and basic paraplanning support to their existing Paraplanners and Chartered Wealth Managers
You'll join a passionate, high-performing team, who pride themselves on innovation and integrity.

They have an outstanding reputation with clients, and an incredible work ethic among the team - that's why they have tripled in size in the last two years.


What's on offer?

  • Company pension
  • Flexitime
  • Onsite parking

What next?


Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

IFA Administrator / Financial Planning Administrator / Wealth Management / DipPFS / CII / Sales Support / Client Services / Wealth Planning / Business Support / Client Support / Financial Advisers / Advisors / IFA / DipFA

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