At a Glance
- Tasks: Provide essential admin support to a high-performing financial planning team.
- Company: Award-winning independent financial planning organisation with a strong commitment to its people.
- Benefits: Competitive salary up to £35,000 and discretionary bonuses.
- Other info: Opportunity to work closely with experienced professionals and grow your career.
- Why this job: Join a supportive environment and make a real impact in financial services.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 35000 - 35000 £ per year.
We are working with a highly successful, fully independent financial planning organisation recognised as one of the leading names in the industry.
Established and award-winning, they are known for both the quality of their financial advice and their strong commitment to their people.
They are now looking to recruit a Financial Planning Administrator to join their growing team.
This is a fantastic opportunity to work in a supportive and professional environment, providing key administrative support to a high-performing team of Financial Planners and their clients.
The role: Provide essential administrative support across financial planning operations Help ensure the smooth and efficient delivery of client services Work closely with a team of experienced professionals, demonstrating strong organisation and attention to detail Who we’re looking for: Previous experience within a financial services environment is essential Ideally some experience in financial planning, though candidates from pensions, investments, platforms, banking, or similar sectors will also be considered Strong organisational, communication, and administrative skills A proactive, adaptable approach with the ability to manage multiple priorities What’s on offer: Basic salary up to £35,000 Discretionary bonus...
