Senior Financial Planning Administrator

ZipRecruiter; Coventry; Hybrid; GBP 28,000 - 32,000; Full time

Job summary

A leading financial firm in Meriden is seeking a Senior Financial Planning Administrator to join their team. This role involves providing high-quality support to clients alongside Financial Advisers and requires collaboration with paraplanning for report creation. With a focus on financial planning across various products, this position offers a great opportunity for those looking to advance their careers while receiving study support for professional qualifications.

Benefits

28 days annual leave + bank holidays

Discretionary Annual bonus

Study Support for financial planning exams

Flexible working times

Qualifications

• Experience in financial administration.
• Desire to complete Level 4 diploma in Financial Planning.
• Ability to work in a varied role across multiple finance areas.

Responsibilities

• Collaborate with Financial Advisers to provide efficient service.
• Work on Investments, Pensions, Mortgages, and Protection cases.
• Support paraplanning team in creating reports.

Skills

Customer service

Administration

Financial Planning

Wealth Management

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

Senior Financial Planning Administrator

Location: Meriden, West Midlands

Salary: £28,000 - £32,000

Duration: Permanent, Full time or Part Time, Hybrid work (2 days a week from home)

Benefits: 28 days annual eave + bank holidays (rising to 30 with service), Annual Bonus, Study Support

The Role

We are working with an IFA firm based in Meriden 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

28 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