Junior Financial Planning Administrator

Junior Financial Planning Administrator
Location - Nottingham, UK
Salary - up to £25,000
Benefits

• Flexible hybrid working scheme (after successful completion of probation), with flexible hours.
• Strong pension contributions, DIS and PMI
• The chance to work for a company who are quickly becoming one of the most highly respected Financial planning firms.
• Regular Team days/events (paid for)
• Money towards home working equipment
• Internal progression + Exams and study paid for

Requirements - some professional services (or office) administration experience is a must, IFA experience is desirable.
A highly unique and successful Wealth Management firm based in Nottingham are looking to grow their sales support division. They provide clients with independent holistic Financial Planning advise to company owners, HNW individuals and mass affluent clients. They have a sole focus on high net-worth clients and have more than doubled in size over the last 2 years.

This is a fantastic opportunity for an administrator to join a growing Wealth Management practice. You will be a key employee assisting the paraplanning team and the advisers with their day-to-day administration requirements. You will be responsible for the gathering of personal data, pension, investment and life policy information and assisting with the preparation of client letters and files

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 in vouchers if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, Adviser Support, IFA, Wealth Management, Financial Planning, Wealth Admin, IFA Administrator, independent financial advice, client relationship manager