Financial Planning Administrator

This is an award-winning financial planning and investment company with an excellent reputation in the industry. Specialising in providing a wide range of services to private clients, corporations, HNW individuals, and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.

This company has an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele.

You will benefit from working with a highly experienced team in an environment that provides industry-leading training & development as well as exam support towards the Diploma. This firm places a strong focus on diversity and inclusion.

• 25 days holiday + bank holidays
• 10% contributory pension
• Private Medical Cover
• 4x Life Assurance
• Study support
• Progression opportunities

• Previous experience within Financial Planning in an IFA Administrator support role is desirable
• Knowledge of products, including Pensions and Investments
• Experience using a CRM/back-office system such as Xplan or IO
• Strong client services and communication skills