Financial Planning Administrator

1 day ago


London, Greater London, United Kingdom Taylor James Professional Recruitment Full time
{"title": "Financial Planning Administrator", "content": "Financial Planning Administrator

Our client, a reputable and award-winning firm of financial planners, is seeking an experienced Financial Planning Administrator to join their team in the city of London.

This is a fantastic opportunity to develop your technical skills in a reputable team of professionals.

The successful candidate will provide support to Paraplanners and Financial Planners, be the first point of contact for clients, and process new business applications across key financial products.

The ideal candidate will have at least 2 years of experience in IFA/financial planning administration, excellent knowledge of provider platforms, and be studying towards a Level 4 diploma.

What's on offer:

  • Starting basic salary of up to £37,000 with bonus
  • Flexible working and homeworking available
  • 25 days holiday
  • Full study support, including training courses
  • Pension at 5%
  • DIS X 4
  • Dental/health

To be considered for this opportunity, please submit your latest CV and/or connect with Paul Taylor on LinkedIn.

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