Financial Planning Administrator

Eden Rose; England; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A leading financial services firm based in England is seeking a Financial Services Client Services Administrator. This role involves providing client-facing administrative support in a values-focused work culture that promotes training and progression. Candidates should have prior experience in financial services administration and excellent communication skills. The position offers up to £35,000, hybrid work after 6 months, and various benefits including private medical insurance.

Benefits

Competitive salary

Pension contribution

Private Medical Insurance

Annual leave increasing with service

Productivity bonus

Qualifications

• Previous experience in a Financial Services Administration role.

Responsibilities

• Provide client-facing administrative support within the business.

Skills

Excellent communication skills

Interpersonal skills

Organisational skills

Experience with IT Systems and Software

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 for this adviser support opportunity

• 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

How to apply

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