Financial Planning Administrator

Financial Planning Administrator

Leicestershire | Up to £28,000

Our client is a successful boutique Financial Planning business with an excellent reputation and a loyal client base across the East Midlands. As the business continues to grow, they are now looking to appoint an experienced Financial Planning Administrator to join their close-knit team.

This is a fantastic opportunity for an experienced administrator who is looking to take the next step in their career and become an integral part of a growing boutique practice.

The Opportunity

This role offers the opportunity to work closely and directly with the Director of the business, providing dedicated one-to-one administrative support and gaining valuable exposure to all aspects of the financial planning process.

You will become a key member of the team, working alongside the Director to ensure clients receive a consistently high level of service. Due to the boutique nature of the business, the role offers a more personal and collaborative working environment, with the opportunity to take ownership of your work and make a genuine contribution to the continued growth of the practice.

The role is primarily office-based, with some flexibility for home working where required.

Key Re...