Financial Planning Support Specialist

Financial Planning Support Specialist

Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
ST Resourcing Ltd

At a Glance

  • Tasks: Support financial planners by processing new business and maintaining provider relationships.
  • Company: ST Resourcing Ltd, a dynamic player in the financial services sector.
  • Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
  • Other info: Fast-paced environment with potential for career advancement.
  • Why this job: Join a vital role in financial planning and make a difference in clients' lives.
  • Qualifications: Experience in financial services administration and strong coordination skills.

The predicted salary is between 30000 - 40000 Β£ per year.

ST Resourcing Ltd is seeking a capable administrator to support financial planners and providers within a financial services environment.

The role focuses on handling new business processing, maintaining provider relationships through annual reviews, and performing system updates to keep processes current.

The successful candidate will have experience in financial services administration and a strong ability to coordinate with multiple stakeholders.

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Financial Planning Support Specialist employer: ST Resourcing Ltd

This traditional Financial Planning firm in Chester offers a supportive and collaborative work environment, where experienced IFA Administrators are valued for their contributions. With a focus on employee growth and a low staff turnover, the company fosters a culture of stability and development, ensuring that each team member has the opportunity to thrive in their role while engaging with a diverse range of client cases.

ST Resourcing Ltd

Contact Details:

ST Resourcing Ltd Recruitment Team

We think you need these skills to ace Financial Planning Support Specialist

Financial Services Administration
Stakeholder Coordination
New Business Processing
Provider Relationship Management
System Updates
Attention to Detail
Communication Skills