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Financial Planning Administrator

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Location

Chipping Norton

Salary £25000 - £35000
TypePermanent
WorkplaceOn-Site
Ref87310

Recruiter Managing This Role

A fantastic Financial Planning Admin opportunity has been created with an award-winning firm of financial planners that offers independent financial planning advice to individual clients in Oxfordshire.

They are very well-established firm with a considerable client base and following a period of particularly strong growth, they are looking to recruit an experienced administrator into their existing successful team.

The perfect candidate will be pro-active and forward-thinking as well as technically minded. You will part of a technical team and be actively involved in the back office process as a key member of the team.

Benefits: 

  • Basic salary – dependent on experience
  • 5% of basic salary (Salary sacrifice available)
  • 26 days, plus Bank Holiday & Christmas week.
  • A volunteer day 
  • Fantastic culture
  • Individual training budget – £1,000 per year (10% can be used for personal training)
  • Death in service x4
  • Income protection 
  • 35 hours per week (9-5pm)
  • Hybrid working after training (2days office, 3days from home) 
  • Profit Share 

What’s needed for me to be considered?

  • Previous experience within an IFA practice, supporting Financial Planners
  • FCA understanding of regulations and products, and their practical application
  • Have a professional, proactive and positive attitude

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 prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Client liaison, client service, technical support, financial planning technician, IFA support #LI-LW1 #LI-hybrid 

Back To Financial Planning Administrator Job Description

Application For Financial Planning Administrator