Financial Planning Administrator

ZipRecruiter; Milton Keynes; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

An exciting opportunity awaits at a small Financial Services firm in Milton Keynes, where you can thrive in a team-oriented environment. This role focuses on providing high-quality financial planning services and offers perks like free on-site parking, work-from-home options, and a bonus scheme. Ideal candidates will have experience in an IFA Practice and possess strong investment and pension knowledge. If you are looking to develop your career in a prestigious firm and enjoy a collaborative atmosphere, this position is perfect for you.

Benefits

Company pension

Free on-site parking

Work from home

Bonus scheme

Monday to Friday

Qualifications

• Experience in an IFA Practice is essential for this role.
• Strong investment and pension knowledge is required.

Responsibilities

• Work in a team-focused environment to support financial planning.
• Build relationships with clients based on integrity and trust.

Skills

Analytical Skills

Communication Skills

Client Relationship Management

Investment Knowledge

Pension Knowledge

Job description

Job Description

Are you looking for free on-site parking, the option to work from home, and a bonus scheme as perks? Then hopefully this IFA Administration position will be of interest to you as we are assisting a small Financial Services firm that focuses on providing a high-quality financial planning service based in Milton Keynes in hiring.

You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

Benefits:

1. Company pension
2. Free on-site parking
3. Work from home
4. Bonus scheme
5. Monday to Friday

To be considered for this Financial Planning opportunity, you'll need to have:

1. Previous experience within an IFA Practice
2. Strong Investment and Pension knowledge
3. High level of analytical capability and good communication skills
4. Able to build relationships with clients through uncompromised integrity and trust

Apply today to be considered for this Financial Planning Administrator 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.

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