Financial Planning Administrator
7 days ago
We are working with a well-established Financial Advice practice in Market Harborough to find a skilled Financial Planning Administrator to join their team.
This role involves providing administrative support to the financial planning team, including checking fact finds, preparing and processing authority letters, and creating new client packs.
What We Offer- A competitive salary of up to £30,000 (negotiable dependent on experience)
- Hybrid working arrangement
- Early finish on Fridays
- Birthday off
- Bonus scheme
- Matched pension contribution of 5%
- Generous sick pay
- Flexible home and office working
- Group death in service
- Group Income Protection
- Assistance with future examinations
- Generous holiday allowance
- 1 year's experience in a Financial Planning Administration role
- Excellent communication skills, both written and verbal
- Good telephone manner
- Team player
We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to our clients and candidates. We have a reach of over 100,000 financial services connections and are committed to providing a holistic approach to career happiness.
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