Senior Financial Planning Administrator

Senior Financial Planning Administrator

Location: Meriden, West Midlands

Salary: £28,000 – £32,000

Duration: Permanent, Full time or Part Time, Hybrid work (2 days a week from home)

Benefits: 28 days annual eave + bank holidays (rising to 30 with service), Annual Bonus, Study Support

The Role

We are working with an IFA firm based in Meriden who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.

The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.

This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

What’s on offer?

Salary up to £32,000

28 days annual leave + Bank Holidays

Discretionary Annual bonus

35 hour working week with flexible start times

Study Support and Sponsorship through financial planning exams

What’s Next?

If you are interested in the Senior Financial Planning Administrator position then apply now!

One of our consultants will reach out within 24 hours if you match the requirements.

Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration