Financial Planning Administrator

1 week ago


Harborne, United Kingdom Premier Jobs UK Limited Full time

This Financial Planning Administrator job in Harborne is within a boutique financial advisory business

As a Financial Planning Administrator you will be focused on ensuring the Practice Principal is fully supported to be able to provide financial advice to clients. You will undertake efficient and effective management of day-to-day tasks across the end-to-endclient experience. Plus, you will liaise with clients to ensure promises are fulfilled.

Administrators will appetite for personal development would be desirable. They would provide financial support for your financial services exams and help develop your knowledge. This could lead to potentially becoming a Financial Advisor.

**Financial Planning Administrator Requirements**
- You should have 2+ years’ experience as an Administrator or Paraplanner supporting Financial Advisors
- Individuals holding industry qualifications would be beneficial, but not essential
- Experience with platforms would be beneficial
- An understanding of Financial Services to include (preferred but not essential)

**The Company**

A boutique financial advisory business offering bespoke services to high and ultra high net-worth clients and is looking to recruit an Administrator to join their team. The firm have a solid track record of providing financial planning service to their loyalclients of many years.

**Financial Planning Administrator Benefits**
- Salary of £22,000 - £26,000 depending on experience
- Office based role
- Normal working hours, 9am - 5pm, Monday to Friday (some flexibility

**Locations**

Harborne, West Midlands

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