Financial Planning Administrator
4 weeks ago
**Job Type**: Perm
Town/City: Remote work
County: All Of UK
Salary/Rate: £25000 - £30000 per annum
Sector: Financial Services
Discipline: Sales Support/Administration
Job ref: FS915715
**A**cquisitions in financial planning are big news.**
But behind the announcements and CEO statements, there's someone who has to make sure they go to plan. A relationship manager/account manager/all round fixer.
**How about that someone being you?**
After all you enjoy spending time with clients and advisers. You're organised, knowledgeable and know how to get things done. This role would just mean taking your level of responsibility to the next level.
**You'll be the one who makes sure the acquisition happens on time. That clients, advisers and staff are happy. That fees/assets come across without a hitch.**
It might not make the news, but what you do has a huge impact on the success of the acquisition. You're the fixer. The problem solver par-excellence. The one that everyone turns to. And that's what this firm needs. Someone to work with the person in this business who converts leads, and between you, turn them into reality.
**And what a firm it is.**
It's rare we can vouch for everyone at a firm but we can here. We have placed pretty much everyone in it. We can tell you not just about the job, but about the personalities too. It's a firm where you will learn, grow and have a good time.
**The salary is to £30,000 and you get 28 days holiday (plus bank holidays) alongside a benefits package (with a 10% employer pension contribution). A lot of the staff have received promotions in their time so if you're ambitious it's a good place to work.**
**It's a remote/home based role so you can be anywhere in the UK (there is some travel but limited).**
You'll need to have worked as an administrator within financial planning. You'll enjoy building relationships and meeting new people. And you'll like a process (projects are built off the back of them).
One final thing. You don't need Intelligent Office experience but it would be the icing on the cake if you did.
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