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Financial Planning Administrator

2 months ago

Nottingham, Nottingham, United Kingdom Capio Recruitment Full time £25,000 - £28,000
Exciting Opportunity for a Financial Planning Administrator

Capio Recruitment is working with a highly respected financial planning firm to find a skilled Financial Planning Administrator to join their expanding team in Nottingham.

The firm prides itself on providing exceptional service to its clients, specializing in financial advice for high-net-worth individuals and their employees.

As a Financial Planning Administrator, you will be responsible for providing administrative support to the Financial Advisers and Paraplanners, including processing new business, producing valuations, and updating platforms.

You will also be involved in day-to-day communication with clients, ensuring a seamless experience for them.

The firm offers a comprehensive training structure and exam support to help you develop your career, with internal progression being a key part of their business.

They invest heavily in growing and developing talent, providing a family-friendly environment with regular social events.

Key benefits include a competitive salary, flexible working arrangements, and an attractive benefits package.

Requirements include experience in a financial services firm, understanding of back-office systems, and excellent client interaction skills.

If you are an ambitious individual looking to develop your financial planning career, please contact one of our Financial Planning team specialists at Capio Recruitment to discuss this opportunity further.