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Financial Planning Administrator £25k

2 months ago

Guildford, United Kingdom Financial Divisions Full time

Financial Planning Administrator £25k - £32k depending on experience - Full study support to level 4 diploma - Offices near Guildford (Surrey)My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Southeast of England. The business has several billion under management with a few thousand retirees, City professionals, families with varying levels of assets ranging from £100k - multiple millions. The business has very ambitious plans to expand by a combination of acquisition and organic growth.A brand-new role within the business for Financial Administrator is being created. They are open to recruiting a junior entry level candidate, a candidate with 6 - 12 months of administration experience or a highly experienced administrator with 3+ years of experience who is well versed on end to end admin in a wealth planning firm. There is a route to being a paraplanner in good time with full study support and progression opportunities. But if you prefer to stay in administration for the longer term then this is perfectly fine. A very secure and rewarding role is on offer with an excellent benefits package. The Directors are looking to offer between £25k - £32k basic salary depending on your experience levels.If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.