Senior Financial Planning Administrator

ZipRecruiter; Cheltenham; Hybrid; GBP 26,000 - 32,000; Full time

Job summary

An established industry player in Cheltenham is looking for a Senior Financial Planning Administrator to join their dynamic team. This role offers the chance to work closely with Financial Advisers and play a key part in delivering exceptional service to clients. The position is perfect for those looking to advance their career in financial planning, with opportunities for study support and flexible working arrangements. If you have a passion for finance and customer service, this could be the ideal opportunity to further your career in a supportive environment.

Benefits

25 days annual leave + Bank Holidays

Discretionary Annual bonus

Flexible working hours

Study Support for financial planning exams

Qualifications

• Experience in financial planning or administration is preferred.
• Ability to work closely with financial advisers and clients.

Responsibilities

• Provide high quality and efficient service to clients.
• Collaborate with paraplanning team to create reports.

Skills

Financial Planning

Customer Service

Administration

Wealth Management

Education

Level 4 diploma in Financial Planning

Job description

Job Description

Senior Financial Planning Administrator

Location - Cheltenham

Salary £26,000 - £32,000

Duration: Permanent, Full time or Part Time, hybrid (2 days a week wfh)

We are working with an IFA firm based in Cheltenham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.

The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.

This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

What’s on offer?

• Salary up to £32,000
• 25 days annual leave + Bank Holidays
• Discretionary Annual bonus
• 35 hour working week with flexible start times
• Study Support and Sponsorship through financial planning exams

What’s Next?

If you are interested in the Senior Financial Planning Administrator position then apply now!

One of our consultants will reach out within 24 hours if you match the requirements.

Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration