Financial Planning Administrator

Eden Rose; Milton Keynes; On-site; GBP 29,000 - 35,000; Full time

Job summary

A leading financial services firm in Milton Keynes is seeking an IFA Administrator to provide essential client-facing and administrative support. This role promotes a strong values-focused work culture with opportunities for training and progression. Ideal candidates have previous experience in financial services administration and excellent interpersonal skills. The position offers a competitive salary of up to £35,000 and a hybrid work option after initial onboarding.

Benefits

Competitive salary

Pension contribution

Productivity bonus

Private Medical Insurance

Annual leave increasing with service

Qualifications

• Experience in Financial Services Administration required.
• Strong communication and organisational skills are a must.
• Familiarity with platform/provider websites and portals.

Responsibilities

• Provide client-facing administrative support within the business.

Skills

Communication skills

Interpersonal skills

Organisational skills

IT Systems proficiency

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 6months, then hybrid (3days 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

Qualifications

• 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

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.