Financial Planning Administrator

ZipRecruiter; Colchester; Hybrid; GBP 28,000 - 35,000; Full time

Job summary

A leading IFA firm in Colchester is seeking a Financial Planning Administrator. This role offers the chance to work alongside Financial Advisers, engage with various financial products, and pursue a Level 4 diploma. With options for flexible work, including a four-day week, the firm emphasizes career development and clear progression towards paraplanning roles.

Benefits

25 days annual leave

Employer pension contributions up to 7.5%

Optional 4-day working week

Clear progression pathway

Qualifications

• Experience in a Financial Administrator role is beneficial.
• Interest in progressing to Level 4 diploma in Financial Planning.
• Strong organizational and customer service skills.

Responsibilities

• Work closely with Financial Advisers to deliver quality service.
• Assist in Investments, Pensions, Tax Planning, and Protection.
• Collaborate with paraplanning team for report creation.

Skills

Customer services

Administration

Financial Planning

Wealth Management

Education

Level 4 diploma in Financial Planning

Job description

Job Description

Financial Planning Administrator

Location - Colchester

Salary up to £35,000, Pension up to 7.5%

50% work from home, with a 4 day condensed work week option

We are working with a forward thinking IFA firm based in Colchester who are looking to bring on a Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.

The role is varied and you will work on Investments, Pensions, Tax Planning and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.

This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. The firm are very keen on development and internal progression with a clear pathway to paraplanning.

What’s on offer?

• Salary up to £35,000
• 25 days annual leave + Bank Holidays
• 4 day working week (optional)
• Employer Pensions contributions up to 7.5%
• Clear progression pathway

What’s Next?

If you are interested in the Financial Planning Administrator position then apply now!

One of our consultants will reach out within 24 hours if you match the requirements.

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