Administrator - Financial Planning

3 days ago


Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full time
About the Role

This Financial Services Administrator position is ideal for current administrators working within financial services who want to take their career to the next level. You will be providing administrative support to our team of Financial Advisors, who deliver comprehensive financial planning solutions to clients.

Key Responsibilities

Your duties will include:

  • Providing administrative support
  • Processing new business
  • Obtaining illustrations and valuations
  • Managing client queries
  • Maintaining accurate records
  • Preparing documents for suitability reports
Requirements

To succeed in this role, you should have experience as an administrator within financial services. Ideally, you should have good knowledge of financial planning processes, products, and how a financial advisor operates.

You must be motivated by the prospect of joining a growing business and the exciting opportunities that come with it.

Benefits

We offer a competitive salary of £26,000 - £32,000, plus company benefits including 4x discretionary income, private medical insurance, group income protection, employee assistance programme, medicash, 5% pension contribution, discretionary bonus, and 28 days holiday + bank holidays, rising to 30 days.



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