Financial Planning Administrator

7 days ago


Milton Keynes, United Kingdom Eden Rose Full time

Are you a Financial Services Client Services Administrator looking to pursue a new opportunity?A leading and successful client is looking to bring on a Financial Planning Administrator to provide client-facing, administrative support within the the business.This Savings and Investments firm prides itself on a strong values focused work culture who encourage training and study support progression. They are technologically forward thinking, and have a strong history of promoting within.BenefitsEither full time or 5x shorter days Office based for first 6months, then hybrid Competitive salary – Up to £36,000 Pension contribution Competitive productivity bonus, in which all team members are included Group Death in Service Private Medical Insurance Increasing annually with service, up to 27 days, plus bank holiday To Be Considered For This Adviser Support OpportunityPrevious experience in a Financial Services Administration role Excellent communication, interpersonal and organisational skills Experience using IT Systems and Software including platform/provider websites and portals Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.Client Support, Technical Support, Adviser Assistant, Financial Planning Admin



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