Wymondham
Financial Planning Administrator
Location: Wymondham
Salary: £25,000 – £30,000
Duration: Full time, Permanent,
We are working with a Wymondham based Independent Financial Adviser who are looking for a new Financial Planning Administrator. The role will involve working closely with the Financial Planning team to help them prepare for meetings and give a great financial advice service to clients.
The role will provide great exposure to complex financial advice cases and there will be the opportunity to take financial planning exams and progress within the business.
Financial Planning Administrator Key Responsibilities
- Processing new business: investments, pensions
- Liaising with third party providers
- Administrative Support: Provide comprehensive administrative support to the financial advisors
- Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures.
- Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs
- Process Transactions: Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing.
What’s on offer?
- Salary up to £30,000
- Hybrid and flexible working
- 5 weeks holiday + bank holidays + duvet day on birthday + Christmas/new year closure
- Life Assurance
- Auto-enrolment pension
- exam/study support
- Free on-site parking.
What’s next?
Apply today to be considered for this Financial Planning 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. 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.
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