Senior Financial Planning Administrator

WEALTHLINK RECRUITMENT LTD; England; On-site; GBP 26,000 - 32,000; Full time

Job summary

A recruitment agency is seeking a Senior Financial Planning Administrator in Warwick. The role involves supporting financial advisers, managing various financial cases, and collaborating with paraplanning teams. Ideal for someone looking to advance their career in financial planning, offering a salary of £26,000 - £32,000, flexible hours, study support, and more.

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 similar role.
• Strong administrative skills and attention to detail.
• Ability to work closely with Financial Advisers.

Responsibilities

• Support Financial Advisers in providing services to clients.
• Manage Investments, Pensions, Mortgage, and Protection cases.
• Collaborate with the paraplanning team on reports.

Skills

Financial Planning

Customer Service

Administration

Technical Support

Education

Level 4 diploma in Financial Planning

Job description

Senior Financial Planning Administrator

Location - Warwick

Salary £26,000 - £32,000

Duration: Permanent, Full time or Part Time

We are working with an IFA firm based in Warwick 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