Financial Planning Administrator

2 weeks ago


Loughborough, United Kingdom mbf. Full time

**Financial Planning Administrator - Loughborough (flexible working, 2 days in office/ week) - Salary negotiable plus great benefits**

A well-known firm of Chartered Financial Planners are seeking to recruit an Administrator to join their growing team in Loughborough. The firm have grown substantially over the past few years and are looking to grow further over the short, medium & longterm future.

The company have a great culture and are focused on providing a first class service to their clients.

Within this role you will have the opportunity to develop your administration skills, gain a strong understanding of the financial services industry and progress your career. Many of the Senior Management and Advisor team progressed within the business froman early stage of their career

The role:

- The role will involve day to day administration including: updating/maintaining client information on the internal system, speaking with clients and third parties, assist with on-boarding new clients, processing new business, LOA's etc.
- The business will provide you with first class training & support, they also actively encourage progression so over time, there will be plenty of opportunities to move up within the company.

**Requirements**:

- This role would suit an individual that has previously worked within Financial Planning or Financial Services.
- The client will also consider a Trainee in the form of a graduate that is keen to start their career in Financial Planning, or an experienced Administrator from another background who has an interest in financial services

On Offer:

- The client is offering a basic salary of around £25,000 + bonus and company benefits. This is negotiable depending on experience and qualifications, with Trainees expected to be offered £19-20K
- Flexible working hours
- Great benefits package including 7% Pension contribution, DIS, flexible benefits
- Study support towards Diploma Financial Planning
- Opportunities to progress, training and development



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