At a Glance
- Tasks: Support advisers with client onboarding and administration in financial planning.
- Company: Eden Rose, a dynamic firm in financial planning and wealth management.
- Benefits: Salary up to £33,000, bonuses, hybrid work, and 25 days holiday.
- Other info: Exciting opportunities for growth in a supportive environment.
- Why this job: Join a growing team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial planning, strong communication, and organisation skills.
The predicted salary is between 33000 - 33000 £ per year.
Eden Rose is seeking a Financial Planning Administrator to support advisers and paraplanners with client onboarding and administration. The role involves processing new business across various investment products.
Ideal candidates will have experience within financial planning or wealth management firms, strong communication and organization skills, and knowledge of investment products like pensions and ISAs.
Benefits include a salary up to £33,000, bonuses, hybrid working options, and 25 days of holiday.
Financial Planning Admin - Hybrid, Growth & Exam Support in Farnham employer: Eden Rose
Eden Rose is an excellent employer that values its employees by offering a competitive salary of up to £33,000, along with bonuses and the flexibility of hybrid working options. Our supportive work culture fosters professional growth, providing opportunities for development within the financial planning sector, all while enjoying a generous holiday allowance of 25 days.
