Financial Planning Administrator Job

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Financial Planning Administrator

Job Posted: 18 days ago

  • Salary: £ 35,000/Annum

    Job Type: Permanent

  • Location: AL1, St Albans, Hertfordshire

Expire in: 10 days

Job Description

An exciting opportunity for an ambitious Financial Planning Administrator to join a successful Financial Planning firm, based out of their beautiful St. Albans office. Focusing on providing a high quality financial planning and investment management service to its valued clients, this firm has built a sound reputation within the industry and is ever growing in stature. During a period of key expansion, our client is looking for an IFA Administrator to provide a first-class compliant support service to the financial advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working within a friendly, and close-knit team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team, helping them grow and develop. Benefits: * £25,000 - £32,000 * Private Medical Insurance: Single cover as standard, cover can be increased at your own cost * Life assurance * Pension contribution * Exam support and funding * 25 days holiday + Bank Holidays * Shared parental leave * 9am - 5:30pm with flexible working * Hybrid working after probation/ training What’s needed to be considered for this IFA Admin position? * Previous experience within an IFA or Financial Planning Practice * Comfortable with New Business processing * A strong knowledge of financial products, particularly Pensions and Investments * Team player, eager to share knowledge previously obtained as well as learn on the job What's next? Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA Admin, Financial Planning Support, Financial Adviser Assistant, Adviser support, Client Services Administrator, Sales Support, Technical Sales Support, Technical Planner
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