Financial Planning Administrator

ZipRecruiter; Cheltenham; On-site; GBP 28,000 - 33,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator to provide essential support to its Financial Planning team. This role is perfect for someone with a keen eye for detail and excellent organizational skills. You will play a vital role in assisting with administrative tasks, ensuring smooth operations, and enhancing client service. With opportunities for professional development, including exam support, this position offers a rewarding career path. Join a company committed to making recruitment personal and fair, where your contributions will be valued and recognized.

Benefits

Exam Support

28 days of holiday

Spring and Christmas parties

Qualifications

• Strong proficiency in Microsoft Office Suite is essential.
• Working towards financial planning qualifications is a plus.

Responsibilities

• Provide administrative and operational support to the Financial Planning department.
• Assist with data entry, analysis, and client service.

Skills

Microsoft Office Suite

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

Job Title: Financial Planning Administrator

What’s in it for you?

• Exam Support
• 28 days of holiday (excluding bank holidays)
• Spring and Christmas parties
• Salary: £28-£33k, depending on experience and qualifications

Must have’s

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Nice to have’s

• Working towards Level 4 Diploma in financial planning
• Knowledge of financial planning principles and terminology is a plus

So what will you be doing?

The Financial Planning Administrator plays a crucial role in supporting the Financial Planning department by providing administrative and operational assistance. The role requires a strong attention to detail, excellent organisational skills, and a proactive approach to problem-solving. You will be assisting the Paraplanning team with the following:

Helpful Extras

Hours are 9am-5pm

Key Responsibilities:

• Administrative Support
• Operational Support
• Data Entry and Analysis
• Client Service

Our mission of 'Making Recruitment Personal’ also means making recruitment fair. We are committed to reviewing every application with care and fairness. We strive to personally connect with each applicant, but due to the volume of applications, this is not always possible. We will aim to update you on your application, regardless of whether it’s successful.