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Financial Planning Administrator

2 months ago

Leicester, Leicester, United Kingdom Capio Recruitment Full time £24,000 - £28,000
About the Role

We are seeking a highly skilled and experienced Financial Planning Administrator to join our team at Capio Recruitment. As the first point of contact for clients and product providers, you will play a crucial role in providing invaluable support to the Paraplanning and Advice team.

Key Responsibilities
  • Ensure regulatory requirements are met and business risk is mitigated throughout the journey.
  • Provide education to clients on their financial matters and deliver solutions that suit their needs.
  • Work with a high level of accuracy and efficiency, utilizing proficient data and IT skills.
  • Experience working in a Financial Planning Firm is essential.
What We Offer
  • A competitive salary and workplace pension.
  • A great holiday offering, including buy or sell of 5 days holiday per year.
  • A Private Medical Scheme.
  • Hybrid and flexible working arrangements.
  • Discounts on our professional services.