Senior Financial Planning Administrator

ZipRecruiter; Radlett; On-site; GBP 30,000 - 34,000; Full time

Job summary

A leading financial firm is seeking a Senior Financial Planning Administrator to enhance its services in Hertfordshire. The successful candidate will work on diverse financial cases, assist advisers, and collaborate with paraplanners while pursuing a Level 4 diploma in Financial Planning. This role offers flexibility, competitive salary, and study support.

Benefits

25 days annual leave + Bank Holidays

Discretionary Annual bonus

Study Support and Sponsorship through financial planning exams

Flexible working hours

Qualifications

• Experience in financial planning administration is beneficial.
• Ability to support financial advisers and collaborate with paraplanners.
• Interest in obtaining the Level 4 diploma in Financial Planning.

Responsibilities

• Provide efficient service to clients working closely with financial advisers.
• Work on investments, pensions, mortgages, and protection cases.
• Collaborate with the paraplanning team to create reports.

Skills

Customer services

Administration

Wealth Management

Education

Level 4 diploma in Financial Planning

Job description

Job Description

Senior Financial Planning Administrator

Location - Shenley, Hertfordshire

Salary £30,000 - £34,000

Duration: Permanent, Full time or Part Time

We are working with an IFA firm based in Hertfordshire 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 £34,000

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