Financial Planning Administrator

ZipRecruiter; Warrington; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in financial advice is seeking an experienced administrative professional to enhance their collaborative team in Warrington. This role offers the opportunity to support financial advisers, prepare for client meetings, and contribute to a culture that values every team member's input. With a hybrid working model, competitive salary, and excellent benefits including health insurance and professional development funding, this position is perfect for those looking to grow their careers in a supportive environment.

Benefits

Discretionary Bonus

Hybrid Working

Employer Pension Contribution

BUPA Health Insurance

Share Save Scheme

Private Health Insurance

28 Days Holiday

Free Parking

Funding for Exams

Financial Reward for Passing Exams

Qualifications

• Experience in administration within a financial planning environment.
• Familiarity with Intelligent Office is preferred but not essential.

Responsibilities

• Preparing for client meetings and processing business.
• Liaising with providers and clients in a supportive team environment.

Skills

Administrative Experience

Financial Planning Knowledge

Technological Proficiency

Tools

Intelligent Office

Job description

Job Description

We are looking for an experienced administrative professional to join a financial advice business in Warrington. This role involves supporting two financial advisers and contributing to a collaborative team environment.

About the Role

You will be responsible for tasks such as preparing for client meetings, processing business, and liaising with providers and clients. The team values a supportive and inclusive culture, where every member plays a vital role in delivering excellent service.

Requirements

• Experience in administration within a financial planning environment
• Familiarity with Intelligent Office is preferred but not essential
• Technologically adept and quick to learn new software

Benefits

• Competitive starting salary (disclosed during the application process)
• Discretionary bonus
• Hybrid working (3 days in the office, 2 days remote)
• 4 x DIS
• 10% employer pension contribution
• BUPA health insurance
• Share save scheme
• Private health insurance (PHI)
• 28 days holiday plus bank holidays
• Free parking
• Funding for exams and a financial reward for passing them

Funding for professional development and a supportive team environment make this an excellent opportunity for career growth. To apply, click the button below. No CV? No problem, we can discuss that later. Everyone will receive a response to their application.