Senior Financial Planning Administrator

ZipRecruiter; Warwick; On-site; GBP 26,000 - 32,000; Full time

Job summary

A leading firm in Warwick is seeking a Senior Financial Planning Administrator. This role involves collaborating with Financial Advisers to deliver exceptional client service across various financial products, including investments and pensions. The position offers a competitive salary, flexible working hours, and study support for further qualifications.

Benefits

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

Qualifications

• Experience in Financial Planning or Administration.
• Interest in obtaining financial planning qualifications.
• Strong customer service skills.

Responsibilities

• Support Financial Advisers with client services.
• Work on investments, pensions, and mortgage cases.
• Collaborate with paraplanning team to produce reports.

Skills

Customer services

Administration

Financial Planning

Wealth Management

Education

Level 4 diploma in Financial Planning

Job description

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