Financial Planning Administrator

ZipRecruiter; Market Harborough; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

An established industry player is on the lookout for a Financial Services Administrator to join their growing team in Market Harborough. This role offers a fantastic opportunity to provide essential support to financial planners while working in a dynamic and supportive environment. With a focus on personal development and progression, you will engage in complex administrative tasks that directly contribute to delivering bespoke wealth management services to high net worth clients. Enjoy a flexible hybrid working arrangement and a range of attractive benefits, including generous holiday allowances and a competitive bonus scheme.

Benefits

28 days holiday plus bank holidays

Flexible hybrid working

Birthday day off

Income protection for up to 5 years

Online discounts and cashback

4x salary death in service

5% matched pension contributions

Access to academy and study support

Competitive bonus scheme

Qualifications

• Experience in financial services administration is essential.
• Strong analytical skills to support financial planners.

Responsibilities

• Provide high-quality technical administration support to financial planners.
• Process and monitor complex business transactions.

Skills

Client Services Administration

Sales Support

Financial Planning

Wealth Management

Analytical Skills

Education

Relevant Financial Services Qualification

Job description

Job Description

Financial Services Administrator - Market Harborough - up to £30,000

We are seeking a Financial Services Administrator to join a reputable Financial Services Practice that provides a personal, independent, and bespoke wealth management service to high net worth clients.

The Opportunity

During a period of growth, our partner is looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business. You will be responsible for processing and monitoring complex business, both new and existing. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

Benefits

• 28 days holiday, plus bank holidays
• Flexible hybrid working
• Birthday day off
• Income protection for up to 5 years
• Pirkx online discounts and cashback plus 24-hour access to a GP
• 4x salary death in service
• 5% matched pension contributions
• Access to their academy + study support
• Competitive bonus scheme

What’s Next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this discussion, we will identify your skills and motivations, and where appropriate, recommend other relevant opportunities that match your profile.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Keywords

Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support