Senior Financial Planning Administrator

Synonyms: IFA administrator, client services administrator, financial planning administrator, private client administrator, Client liaison, Adviser support

• Previous experience in a similar role within an IFA Practice

• Experienced in implementing new business

• Strong knowledge of investment and pension products

• Confident and clear communication skills, verbal and written

• Working towards the CII Financial Services qualifications

• Up to £38,500

• 25 days holiday plus your birthday off

• Life assurance

• Income protection

• DIS

• Pension – 5% er, 5% ee

• Flexible benefits platform

• Hybrid working – 2 days in the office

• Exam support and £250 bonus after each exam passed, * 1

Client Services

• 1

Financial Planning

• 1

Financial Services

• 1

Technical Support

• 1

Client Liaison