Financial Planning Administrator

TN United Kingdom; Coventry; Hybrid; GBP 24,000 - 28,000; Full time

Job summary

An established industry player in financial planning is seeking a Financial Planning Administrator to join their dynamic team in Meriden. This role offers a competitive salary and the flexibility of hybrid working arrangements, making it ideal for those looking to balance work and personal commitments. With a focus on career development and support for professional exams, this position promises a rewarding path for motivated individuals. Join a firm that values its employees and offers comprehensive benefits, including generous holiday allowances and pension contributions. If you're passionate about finance and eager to contribute to a thriving team, this opportunity is perfect for you.

Benefits

25 days holiday + 8 bank holidays

8% Employer contribution pension

Life Assurance

Auto-enrolment pension

Exam/study support

Free on-site parking

Qualifications

• Experience in financial administration or similar roles.
• Strong organizational and communication skills.

Responsibilities

• Processing new business related to investments and pensions.
• Providing administrative support to financial advisors.

Skills

Financial Administration

Client Communication

Documentation Management

Education

Relevant Financial Qualifications

Job description

Job Details

Client: Heat Recruitment

Location: Coventry, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference:

18f52ed9fb53

Job Views:

9

Posted:

28.04.2025

Location:

COVENTRY

Salary: £24,000 - £28,000

Type: Permanent

Workplace: Hybrid

Ref: 87467

Job Description

We are working with a well-renowned financial planning firm seeking a Financial Planning Administrator to join their busy Meriden office. The role offers a competitive salary, flexible and home working options, and opportunities for career development through exams.

Key Responsibilities

• Processing new business: investments, pensions
• Liaising with third-party providers
• Providing administrative support to financial advisors
• Responding to client inquiries and service requests
• Preparing and reviewing necessary paperwork
• Facilitating client transactions

What We Offer

• Hybrid and flexible working arrangements
• 25 days holiday + 8 bank holidays
• 8% Employer contribution pension
• Life Assurance
• Auto-enrolment pension
• Exam/study support
• Free on-site parking

Next Steps

Apply today to be considered for this opportunity. Our consultants will contact you to discuss your skills and motivations, and may recommend other relevant opportunities. Refer a friend or colleague and receive £200 if we assist them in securing a new career.

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Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator, Financial Planning Administrator