Financial Planning Administrator

Heat Recruitment; Northampton; Hybrid; GBP 23,000 - 29,000; Full time

Job summary

A national financial services practice in Northampton is seeking a 'Financial Planning Administrator' to enhance technical administration and analytical support. With opportunities for career progression in a supportive team environment, this hybrid role appeals to motivated professionals looking to develop their skills in the wealth management sector.

Benefits

25 days holiday plus bank holidays

Pension scheme with 5% employer contribution

Two paid study leave days per exam

Health and wellbeing support

Income protection

Qualifications

• Experience in financial services is advantageous.
• Ability to process and monitor complex business activities.

Responsibilities

• Provide high-quality technical administration support to financial planners.
• Monitor and process complex business activities.

Skills

Analytical skills

Technical administration

Job description

Location: Northampton

Salary: £23,000 - £29,000

Type: Permanent

Workplace: Hybrid

Reference: 87846

Job Description:

We are seeking a Financial Planning Administrator to join a national financial services practice that offers a personal, independent, and bespoke wealth management service to high net worth clients.

The Opportunity

During a growth phase, our partner is looking for someone to provide high-quality technical administration and analytical support to the financial planners. Responsibilities include processing and monitoring complex business activities, both new and existing. You will work in a supportive team environment that encourages career progression.

Benefits

• 25 days holiday plus bank holidays
• Pension scheme with 5% employer contribution
• Career progression opportunities
• Two paid study leave days per exam and study support
• Flexible/hybrid working (post-probation)
• Company socials/events
• Health and wellbeing support
• Cash plan
• Income protection

Next Steps

Apply today to be considered for this opportunity. If suitable, a specialist consultant will contact you to discuss the role in detail before submitting your CV. We aim to understand your skills and motivations and may suggest other relevant opportunities matching your profile.

Refer a friend or colleague, and receive £200 if we assist them in securing a new role.

Additional Information

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