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Financial Planning Administrator

3 months ago

Norwich, United Kingdom Heat Recruitment Full time

Financial Planning Administrator - Norwich - Up to £35,000This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages

The Opportunity:

During a period of growth, my client is looking for an experienced administrator to provide high quality technical support to the financial advisers of the firm.

What’s needed to be considered:

In order to be considered for this financial planning administrator opportunity, candidates need to have -

  • Previous experience within a technical administration role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired.
  • Experience in wealth management is desired but not essential.

Benefits:

  • The chance to work for a successful company within financial services, with multiple offices.
  • Hybrid working & Quaterly company outings.
  • Free parking + strong pension, DIS, PMI
  • Long term progression into Paraplanning

What’s next?

Apply today to be considered for this financial planning administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

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

Synonyms: Client Services Administrator, Sales Support, IFA Admin, IFA Administrator, Adviser Support #LI-JM1