Financial Planning Administrator

Exchange Street Claims ltd; Meriden (CT); Hybrid; USD 40,000 - 48,000; Full time

Job summary

A recruiting financial firm seeks a Senior Administrator offering a competitive salary of up to £35,000 plus benefits and bonuses. This role includes opportunities for progression and support with qualifications in a hybrid work environment. Ideal candidates will have experience in financial planning administration and a keen attention to detail.

Benefits

25 days holiday

Discretionary bonus

Support with exams and learning

Flexibility in hours

Qualifications

• Must have experience as a financial planning administrator.
• Conscientious mindset is essential.
• Good attention to detail is required.

Responsibilities

• Support with exams and learning opportunities.
• Work in a hybrid basis, spending 3 days in the office.
• Provide administrative support in financial planning.

Skills

Experience as financial planning administrator

Attention to detail

Conscientious mindset

Job description

Overview

Salary/Rate: To £35,000 + Benefits + Bonus

Decent pay, an opportunity to progress, support with exams - you're not asking for much.

So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one.

Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average.

Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine.

But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again.

You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person.

What you'll need

• You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice.
• You'll have good attention to detail and have a conscientious mindset.

Application

Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch.

If you don't have an up to date CV don't worry, we can come to that later.

Everyone will receive a response.