Financial Planning Administrator

Eden Rose; Bletchley; On-site; GBP 29,000 - 35,000; Full time

Job summary

A prominent financial services firm in Bletchley is seeking an IFA Administrator. This role involves providing client-facing administrative support and ensures a values-focused work culture. The position offers a competitive salary of up to £35,000 and a hybrid working model after six months. Candidates should have previous experience in Financial Services Administration and strong communication skills.

Benefits

Pension contribution

Competitive productivity bonus

Private Medical Insurance

Annual leave increasing with service

Qualifications

• Previous experience in a Financial Services Administration role.
• Ability to communicate effectively and work within a team.
• Familiarity with platform/provider websites and portals.

Responsibilities

• Provide client-facing administrative support.
• Assist in financial planning activities.
• Manage client inquiries and technical support.

Skills

Excellent communication skills

Interpersonal skills

Organisational skills

Experience using IT Systems

Job description

Overview

Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business. This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within.

Benefits

• Either full time or 5x shorter days
• Office based for first 6 months, then hybrid (3 days in the office)
• Competitive salary - Up to 35,000
• 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 holidays

To be considered

• Previous 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 before submitting your CV to the client.

Client Support, Technical Support, Adviser Assistant, Financial Planning Admin