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Senior Financial Planning Administrator

WEALTHLINK RECRUITMENT LTD
Posted a month ago, valid for 20 days
Location

Leicester, Leicestershire LE5 3TB

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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Sonic Summary

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  • The Senior Financial Planning Administrator position is located in Leicester with a salary range of £28,000 to £35,000.
  • This is a permanent role that offers both full-time and part-time options, as well as hybrid work arrangements allowing 1-2 days a week from home.
  • The successful candidate will collaborate closely with Financial Advisers and the paraplanning team, focusing on Investments, Pensions, Mortgages, and Protection cases.
  • Candidates are encouraged to pursue a Level 4 diploma in Financial Planning, making this a great opportunity for career advancement in a technical role.
  • The position requires relevant experience in financial administration and offers benefits such as 25 days of annual leave, a discretionary annual bonus, and study support.

Senior Financial Planning Administrator

Location: Leicester

Salary: £28,000 - £35,000

Duration: Permanent, Full time or Part Time, Hybrid work (1-2 days a week from home)

We are working with an Financial planning firm based in Leicester who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.

The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.

This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

What’s on offer?

Salary up to £35,000

25 days annual leave Bank Holidays

Discretionary Annual bonus

35 hour working week with flexible start times

Study Support and Sponsorship through financial planning exams

What’s Next?

If you are interested in the Senior Financial Planning Administrator position then apply now!

One of our consultants will reach out within 24 hours if you match the requirements.

Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.