Financial Planning Administrator

ZipRecruiter; Milton Keynes; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A leading Savings and Investments firm is seeking an IFA Administrator to provide client-facing administrative support. The ideal candidate will have previous experience in Financial Services Administration and strong communication skills. This role offers a competitive salary up to £35,000, with benefits including pension contributions, private medical insurance, and a hybrid work model after 6 months.

Benefits

Competitive salary

Pension contribution

Productivity bonus

Private Medical Insurance

Increasing annual leave

Group Death in Service

Qualifications

• Previous experience in a Financial Services Administration role.
• Strong communication and organisational skills.
• Experience with IT systems and software, including provider websites.

Responsibilities

• Provide client-facing administrative support.
• Assist with financial planning administration.
• Work closely with clients to ensure their needs are met.

Skills

Excellent communication

Interpersonal skills

Organisational skills

Experience using IT Systems

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

Requirements

• 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

Application

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.

Tags

Client Support, Technical Support, Adviser Assistant, Financial Planning Admin