Financial Planning Support - great work environment

Financial Planning Support - great work environment

Full-Time 35000 - 35000 £ / year (est.) No working from home possible
ST Resourcing Ltd

At a Glance

  • Tasks: Support Financial Planners and engage in varied administrative tasks.
  • Company: Join a supportive team in a great work environment in Bury.
  • Benefits: Salary up to £35,000, negotiable with additional benefits.
  • Other info: Enjoy a low staff turnover and a buoyant team atmosphere.
  • Why this job: Be part of a collaborative team that values professional development.
  • Qualifications: Experience in Financial Services Administration or supporting Financial Planners.

The predicted salary is between 35000 - 35000 £ per year.

The enjoyment gained in an IFA Administration role is perhaps determined by the working environment as much as the varied work.

A great opportunity based in the Bury area has become available and will see you join an extremely supportive and hard working team where professional development is high and staff turnover is low.

You will be involved in varied work covering new business processing, building relationships with providers through to being involved in the annual reviews, system updating and more.

All the team get stuck in to help each other and it’s through this collaboration that brings a buoyant approach to the team.

If you have experience supporting Financial Planners, or perhaps worked in product providers or other Financial Services Administration and you are considering a new role, this one is certainly one to consider Salary to £35,000, negotiable with additional benefits. ...

ST Resourcing Ltd

Contact Details:

ST Resourcing Ltd Recruitment Team

We think you need these skills to ace Financial Planning Support - great work environment

Financial Planning Support
New Business Processing
Relationship Building
Annual Reviews
System Updating
Collaboration
Experience in Financial Services Administration