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Financial Planning Administrator
2 months ago
Exciting Opportunity for a Financial Planning Administrator
We are working with a highly regarded IFA firm that specialises in all aspects of savings, investments, and retirement planning. They are seeking a friendly and skilled individual to join their team as a Financial Planning Administrator.
About the Company
This company prides itself on its amazing culture, which has been developed over the years. They offer a supportive environment where you can have fun and grow. The company has a strong focus on learning and development, with team leaders and leaders to help support you through onboarding and to help you advance your knowledge and career.
Benefits
- Competitive Salary: Up to £32,000
- Holiday Entitlement: 28 days plus bank holidays
- Life Assurance
- Income Protection
- Discretionary Incentive Scheme (DIS)
- Pension Scheme
- Flexible Benefits Platform
- Hybrid Working: 2 days in the office
- Exam Support after probationary period
- Parking
Requirements
- Previous Experience: Previous experience in a similar role within an IFA Practice
- Knowledge of Investment Products: Knowledge of investment products, ISAs, Pensions, Bonds
- Communication Skills: Confident and competent communication skills, verbal and written
- Financial Services Qualifications: Any Financial Services qualifications are desired
