Financial Planning Administrator
15 hours ago
We are supporting a leading and successful client that is looking to bring on an experienced Financial Planning Administrator to provide client-facing, administrative support within the business.
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking, and have a strong history of promoting within.
Key Benefits:- Transparent Team Bonus Scheme
- Exam Support with Bonuses
- Free Onsite Car Parking
- Charity Day
- Wonderful Work Environment
- Hybrid Working Available After 6-Month Probation
- Staff Gym
- Access to Electric Car Charging
- Pension (Salary Exchange)
- Valuable Life Assurance for Loved Ones
- Private Medical Insurance
- Optional Health Screening
- Previous experience in a Financial Services Administration role
- Excellent communication, interpersonal, and organisational skills
- Experience using IT Systems and Software, including platform/provider websites and portals
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Financial Planning Coordinator
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