SonicJobs Logo
Login
Left arrow iconBack to search

Financial Planning Administrator

Eden Rose
Posted 4 days ago, valid for 25 days
Location

Milton Keynes, Buckinghamshire MK93GA, England

Salary

£26,000 - £35,000 per annum

Contract type

Part Time

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

info
  • The position is for a Financial Services Client Services Administrator at a leading Savings and Investments firm.
  • The role requires previous experience in a Financial Services Administration position and excellent communication skills.
  • The salary for this role is competitive, offering up to £35,000 per year.
  • The firm promotes a values-focused work culture with opportunities for training and progression, including a hybrid working model after six months.
  • Benefits include a pension contribution, productivity bonuses, private medical insurance, and increasing annual leave up to 27 days.

Are you a Financial Services Client Services Administrator looking to pursue a new opportunity?
A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within thebusiness.
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within.

Benefits:

  • Either full time or 5x shorter days
  • Office based for first 6months, then hybrid (3days in the office)
  • Competitive salary - Up to 35,000
  • Pension contribution
  • Competitive productivity bonus, in which all team members are included
  • Group Death in Service
  • Private Medical Insurance
  • Increasing annually with service, up to 27 days, plus bank holidays

To be considered for this adviser supportopportunity:

  • Previous experience in a Financial Services Administration role
  • Excellent communication, interpersonal and organisational skills
  • Experience using IT Systems and Software, including platform/provider websites and portals

Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.

Client Support, Technical Support, Adviser Assistant, Financial Planning Admin

Apply now in a few quick clicks

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.