Administrator

Allerton Park Recruitment Solutions

Posted 14 days ago, valid for a month

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

The job position is for an Administrator at a high-quality Financial Planning Practice, offering a salary of up to £35,000 with bonuses and benefits.
The role involves working closely with established Independent Financial Advisors (IFAs) and is supported by an Operations Manager and a Technical Support team.
Key responsibilities include system and database management, technical support, client relationship management, and general business processing and administration.
Candidates are required to have prior experience in Financial Planning administration and possess strong technical knowledge, communication, literacy, and numeracy skills.
The position also offers full exam and personal development support, along with various development opportunities.

Administrator - Basic to £35,000 Bonus, Benefits, Flexi & Hybrid working.

A high quality and award winning Financial Planning Practice is looking for an additional administrator to join their business.

This new role will be working alongside established IFAs, supported by the Operations Manager and within a high quality Technical and Support team. Key responsibility will be to support the Financial Planners and their Clients.

Duties will include system and database management, technical support, Client relationship management, business processing and administration.

Full exam and personal development support will be provided alongside a range of development opportunities.

Financial Planning administration experience and sound technical knowledge is essential alongside excellent communication skills, strong literacy and numeracy skills.

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