Senior Financial Planning Professional

4 hours ago


Haywards Heath, West Sussex, United Kingdom CV Library Full time
Financial Planning Administrator

We are seeking a skilled Financial Planning Administrator to join our team at CV Library. This role presents an excellent opportunity for individuals looking to develop their career in financial services.

The successful candidate will have the opportunity to cater for training, development, progression, exam support and a potential route to Paraplanning if desired.

Key Responsibilities:
  • Maintain accurate client records and update plan data regularly.
  • Extract information from platforms on portfolios and fund/plan performance.
  • Ensure financial transactions are completed correctly and files are fully FCA compliant.
  • Complete project work and other tasks as required.
  • Provide exceptional telephone manner and maintain a strong IT system knowledge.

Experience in financial services and/or professional industries is advantageous. A flexible attitude with strong agile thinking is essential for this role.

Salary: £30,000 - £40,000 per annum, depending on experience.

This role offers a comprehensive benefits package, including training and development opportunities, making it an attractive option for those seeking a rewarding career.



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