Senior Financial Planning Support Lead β€” Mentoring & Tech in Lowestoft

Senior Financial Planning Support Lead β€” Mentoring & Tech in Lowestoft

Lowestoft Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
Broughton Group

At a Glance

  • Tasks: Provide advanced technical support and prepare client reports while mentoring junior staff.
  • Company: Broughton Group, a leader in financial planning with a supportive team culture.
  • Benefits: Competitive salary, 25 days holiday, pension scheme, and professional development opportunities.
  • Other info: Great opportunity for career growth in a collaborative environment.
  • Why this job: Join a dynamic team and make a real impact in financial planning.
  • Qualifications: Extensive financial planning experience and proficiency in Intelligent Office.

The predicted salary is between 40000 - 50000 Β£ per year.

Broughton Group is seeking an experienced Senior Financial Planning Support Administrator to enhance their advice administration team in Lowestoft, UK. The role involves providing advanced technical support, preparing client reports, and mentoring junior staff to ensure compliance with FCA regulations.

The ideal candidate will have extensive financial planning experience, proficiency in Intelligent Office, and strong communication skills.

The position offers a competitive salary, 25 days holiday, a pension scheme, and opportunities for professional development.

Senior Financial Planning Support Lead β€” Mentoring & Tech in Lowestoft employer: Broughton Group

Broughton Group is an excellent employer that values professional growth and offers a supportive work culture in Lowestoft. With a competitive salary, 25 days of holiday, and a robust pension scheme, employees are encouraged to develop their skills through mentoring and continuous learning opportunities, making it a rewarding place for those passionate about financial planning.

Broughton Group

Contact Details:

Broughton Group Recruitment Team

We think you need these skills to ace Senior Financial Planning Support Lead β€” Mentoring & Tech in Lowestoft

Financial Planning Experience
Technical Support
Client Report Preparation
Mentoring Skills
FCA Compliance Knowledge
Intelligent Office Proficiency
Communication Skills