Senior Financial Planning Administrator

ZipRecruiter; Leicester; Hybrid; GBP 28,000 - 35,000; Full time

Job summary

A leading financial planning firm in Leicester seeks a Senior Financial Planning Administrator. You'll partner with Financial Advisers, providing high-quality services and technical support across various financial cases. This hybrid role offers a competitive salary, annual leave, and study support for your professional growth.

Benefits

25 days annual leave + Bank Holidays

Discretionary Annual bonus

Study Support and Sponsorship for exams

Flexible start times

Qualifications

• Desire to complete Level 4 diploma in Financial Planning.
• Experience in financial administration or a related field preferred.

Responsibilities

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

Skills

Customer services

Administration

Financial Planning

Wealth Management

Education

Level 4 diploma in Financial Planning

Job description

Job Description

Senior Financial Planning Administrator

Location: Leicester

Salary: £28,000 - £35,000

Duration: Permanent, Full time or Part Time, Hybrid work (1-2 days a week from home)

We are working with an Financial planning firm based in Leicester 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 £35,000

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