Financial Planning Administrator

2 weeks ago

Northampton, Northamptonshire, United Kingdom Eden Rose Full time £35,000 per year

Financial Planning Administrator – Northampton – Up to £35,000
The opportunity for a Senior Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service

The company we are working with are well-established and highly successful within Northampton. Their focus is providing a high quality service to mainly HNW clients and business owners. They like to promote from within and focus on a successful and engaging team environment.

Benefits

  • Pension contributions matched at 6% (increases to 8% after successful probation)
  • PMI, PHI, and Death in Service schemes after probation
  • Onsite parking and gym facilities
  • Holiday trading
  • Cash plans
  • Childcare vouchers
  • Employee assistance program (EAP)
  • Cycle to work schemes
  • Dental Insurance
  • Travel Insurance
  • Discount / purchase schemes
  • 25 days holidays plus bank holidays

What's Needed To Be Considered
In order to be considered for this financial planning administrator opportunity, candidates need to have:

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
  • Ideally previous experience of using IO

What's next?
Apply today to be considered for this financial planning administrator 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. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support

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