Senior Financial Planning Admin – Hybrid & Study Support in Yeadon

Senior Financial Planning Admin – Hybrid & Study Support in Yeadon

Yeadon Full-Time 27000 - 35000 Β£ / year (est.) No working from home possible
Swarm Recruitment

At a Glance

  • Tasks: Support financial advisers, manage client records, and ensure compliance with regulations.
  • Company: Established financial planning firm with a supportive team environment.
  • Benefits: Competitive salary, hybrid working, and study support for financial qualifications.
  • Other info: Opportunity for permanent employment after maternity cover.
  • Why this job: Gain valuable experience in finance while working towards your qualifications.
  • Qualifications: Experience in financial administration and strong organisational skills.

The predicted salary is between 27000 - 35000 Β£ per year.

Swarm Recruitment is looking for a Senior Financial Planning Administrator in Yeadon to cover maternity leave for an established financial planning firm. This role involves technical administration across various financial services and provides potential for permanent employment.

You will support advisers while processing new business, managing client records, and ensuring compliance with FCA regulations.

The position offers a competitive salary between Β£27,000 and Β£35,000, hybrid working, and study support for financial qualifications.

Senior Financial Planning Admin – Hybrid & Study Support in Yeadon employer: Swarm Recruitment

Join a well-respected financial planning firm in Yeadon that values its employees through a supportive work culture and offers hybrid working arrangements. With competitive salaries and dedicated study support for financial qualifications, this role not only provides immediate responsibilities but also fosters long-term career growth and development opportunities within the industry.

Swarm Recruitment

Contact Details:

Swarm Recruitment Recruitment Team

We think you need these skills to ace Senior Financial Planning Admin – Hybrid & Study Support in Yeadon

Technical Administration
Financial Services Knowledge
Client Record Management
FCA Compliance
New Business Processing
Attention to Detail
Communication Skills