Claims and Paraplanning Support

Learn and Grow with Us

We are a dynamic and forward-thinking financial planning firm based in the Peak District, and we are looking for an experienced administrator to join our team. As a member of our team, you will have the opportunity to work with a talented team of professionals and develop your skills and knowledge in a supportive and collaborative environment.

About the Role

The successful candidate will have at least two years' experience in a similar environment and be able to process new business and prepare client meeting packs. You will work closely with our financial planners to provide 1-1 support and help them sharpen their technical skills.

What We Offer

In addition to a salary of up to £30,000 per annum, you can expect:

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• Company bonus scheme\
• Hybrid working (3 days in the office)\
• Workplace health scheme\
• Support with exams\
• Free parking\
• 5% pension contribution\
• 22 days holiday plus extra days off over Christmas if the firm hits its targets\
  • \

You will also have access to training and development opportunities, as well as regular team-building activities such as walking trips in the Peak District.

Salary

We offer a competitive salary of up to £30,000 per annum, depending on experience. This salary includes a 5% pension contribution and 22 days holiday plus extra days off over Christmas if the firm hits its targets.