At a Glance
- Tasks: Support financial planners by managing client services and preparing meeting packs.
- Company: Join a leading financial services firm with a focus on wealth planning.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Fast-paced environment with excellent career advancement potential.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning administration and strong communication skills.
The predicted salary is between 29700 - 36300 £ per year.
JJ Search is seeking a Senior Financial Planning Administrator to join the Wealth Planning team, delivering client services to financial planners and directors and arranging meeting packs. You will support onboarding, liaise with pension and product providers, and assist with implementation of financial advice.
Core duties include:
- Pre-completing forms for pensions, protections and ISAs
- Handling client queries, correspondence and valuations
- Providing research support for suitability
Senior Wealth Planning Administrator employer: JJ Search
As a leading Financial Services firm, we pride ourselves on fostering a dynamic work environment that prioritises employee well-being and professional growth. Our Facilities Manager role offers the opportunity to oversee multiple office locations across Northern England, ensuring safe and efficient workspaces while collaborating with diverse teams. With a strong emphasis on continuous improvement and compliance, we provide our employees with the tools and support needed to excel in their careers within a culture that values innovation and teamwork.
