Job Description Financial Planning Administrator – Wakefield Tempest Jones is pleased to be recruiting for a thriving financial planning firm based in their Wakefield office for a Financial Planning Administrator. You’ll work closely with the Financial Planners and the support team in a collaborative environment that encourages personal growth and development, including study support toward industry exams and a long term career path into paraplanning and advice, if this is of interest to you. What’s on offer for the Financial Planning Administrator: Competitive salary depending on experience and qualifications Comprehensive training Study support toward the Diploma in Financial Planning Hybrid working Long term career path into paraplanning and advice, if this is of interest. Financial Planning Administrator Key Responsibilities: Provision of full back office administrative support to financial advisers who give advice on pensions, investments and protection. First port of call for client enquiries, answering the telephone and emails. Other ad hoc tasks to support leadership team. Financial Planning Administrator Requirements: Previous experience supporting financial planners with client administration. Professional and polite telephone manner, articulate when speaking with clients.
Financial Planning Administrator home and office working in Wakefield employer: Tempest Jones
Tempest Jones is an exceptional employer, offering a dynamic work environment where you can lead significant regeneration projects across the North East. With a strong focus on collaboration and professional growth, employees benefit from a long-term project pipeline and opportunities to influence major developments in key cities like Durham and Newcastle. Join a respected team that values leadership and accountability, ensuring your contributions are recognised and impactful.
