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Form of workA family run Financial Planning practice in Elstree are seeking a Financial Planning Administrator in order to support the business in terms of processing business, communicating with clients, chasing providers, arranging client meetings and support to 3 Financial Advisers.
The company are a part of one of the largest, and most well-known Financial Planning companies in the UK, so you will have a network of support and opportunities available. Progression throughout the business is championed and you will be funded CII exams if you wish to take this pathway.
The staff are all longstanding employees and are looking for someone who sees longevity in this opportunity.
Desirable Qualities:
- Experience working within a fast-paced Financial Planning practice
- Working towards Level 4 Diploma in Financial Planning would be desirable but not essential
- Good communication skills, ability to work in a team
Perks of the Role:
- Free parking
- Friday's working from home
- Full training program
- Private Medical Care/Insurance
- Regular pay reviews
- Discretionary bonus
- Financial support with exams
What next?
Apply today to be considered for this 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.
