Apply Now
Back To Financial Services Jobs

Junior Financial Planning Administrator

Success!

Thank you for your application for Junior Financial Planning Administrator. You will receive an email with confirmation of your application. Good luck!

Connect with the recruiter managing this role
Location

Bury St Edmunds

Salary £22000 - £24000
TypePermanent
WorkplaceHybrid
Ref84518

Recruiter Managing This Role

Junior Financial Planning Administrator – Bury St Edmunds – Up to £24,000

My client who are a Chartered IFA in East-Anglia are looking for a junior financial planning administrator to help with administration for the Paraplanners and Financial Advisors within the business. They are open to the type of person in this role, as long as you have an interest and desire within Wealth management or investments, or some professional administration experience, this could be the role for you!

What’s needed to be considered?

  • An understanding/interested on the financial planning/wealth management industry would be ideal.
  • Ideally Working towards the Level 4 Diploma/LIBF
  • Strong University Qualification or similar.
  • Previous experience within and IFA would be desirable.
  • Strong administration skills and a willingness to learn.

Benefits:

  • Flexible working after probation.
  • Study support and exams paid for with paid study leave.
  • Free parking on site.
  • 25 days holiday + Bank Holidays + Christmas Closure.
  • Income Protection + Healthcare Scheme
  • Chance to work for a Chartered firm.

What’s next?

Apply today to be considered for this junior 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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, financial planning administrator

Back To Junior Financial Planning Administrator Job Description

Application For Junior Financial Planning Administrator